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
$91.4M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$303K
3
+$297K
4
SLV icon
iShares Silver Trust
SLV
+$268K
5
GLD icon
SPDR Gold Trust
GLD
+$243K

Top Sells

1
+$920K
2
+$237K
3
+$169K
4
AAPL icon
Apple
AAPL
+$126K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.2K

Sector Composition

1 Technology 28.85%
2 Financials 15.98%
3 Consumer Discretionary 10.16%
4 Consumer Staples 7.04%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 14.87%
97,727
-1,213
2
$9.99M 10.94%
178,492
-2,252
3
$9.6M 10.51%
250,730
+780
4
$9.29M 10.16%
105,019
+1,933
5
$6.71M 7.34%
32,245
+1,427
6
$4.84M 5.3%
16,819
+450
7
$2.51M 2.75%
93,209
8
$2.48M 2.71%
19,174
-309
9
$2.09M 2.29%
75,995
-893
10
$2.09M 2.28%
16,518
+1,739
11
$1.89M 2.06%
14,473
+2,322
12
$1.8M 1.97%
32,540
13
$1.69M 1.85%
28,060
-4
14
$1.69M 1.85%
32,819
+1,782
15
$1.67M 1.83%
12,027
+1,750
16
$1.59M 1.74%
12,789
+139
17
$1.32M 1.45%
28,359
-594
18
$1.31M 1.43%
45,871
+818
19
$1.31M 1.43%
11,121
+280
20
$1.28M 1.41%
10,838
+146
21
$1.23M 1.35%
27,266
-316
22
$1.2M 1.31%
24,033
+6,208
23
$1.12M 1.22%
17,243
+88
24
$1.09M 1.19%
22,063
-800
25
$793K 0.87%
15,356
+425
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