KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.9M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$908K
3
+$551K
4
CAT icon
Caterpillar
CAT
+$173K
5
ALK icon
Alaska Air
ALK
+$114K

Top Sells

1
+$90.9K
2
+$69.7K
3
+$42.1K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$38.3K
5
HFWA icon
Heritage Financial
HFWA
+$17.7K

Sector Composition

1 Technology 28.06%
2 Financials 16.58%
3 Consumer Discretionary 9.72%
4 Consumer Staples 6.43%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 14.92%
98,940
-520
2
$9.59M 10.79%
249,950
+460
3
$8.94M 10.06%
180,744
+52
4
$8.64M 9.72%
103,086
-1,085
5
$6.57M 7.39%
30,818
+417
6
$4.33M 4.87%
16,369
+18
7
$2.75M 3.1%
93,209
-600
8
$2.71M 3.05%
19,483
+33
9
$2.3M 2.59%
76,888
+461
10
$2.01M 2.27%
14,779
+1,272
11
$1.75M 1.98%
32,540
+216
12
$1.7M 1.91%
12,151
+771
13
$1.6M 1.8%
28,064
+911
14
$1.49M 1.67%
31,037
+348
15
$1.39M 1.56%
12,650
-384
16
$1.38M 1.56%
28,953
+420
17
$1.37M 1.54%
10,277
+229
18
$1.33M 1.5%
+10,692
19
$1.25M 1.41%
22,863
+12
20
$1.21M 1.36%
10,841
+6
21
$1.17M 1.31%
27,582
+135
22
$1.14M 1.28%
45,053
+348
23
$1.1M 1.23%
17,155
+1,778
24
$920K 1.04%
14,449
+1,019
25
$908K 1.02%
+17,825
1
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