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
$114M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.32M
3
+$2.27M
4
NKE icon
Nike
NKE
+$1.02M
5
TSBK icon
Timberland Bancorp
TSBK
+$911K

Top Sells

1
+$1.12M
2
+$498K
3
+$359K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$331K
5
WY icon
Weyerhaeuser
WY
+$128K

Sector Composition

1 Technology 29.71%
2 Financials 16.26%
3 Consumer Discretionary 10.99%
4 Communication Services 6.51%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 15.57%
112,430
+14,703
2
$12.7M 11.19%
173,600
-4,892
3
$11.5M 10.1%
130,795
+25,776
4
$10.5M 9.21%
249,800
-930
5
$7.66M 6.73%
33,808
+1,563
6
$5.39M 4.74%
18,345
+1,526
7
$3.45M 3.03%
+10,592
8
$3.17M 2.79%
106,644
+30,649
9
$2.83M 2.49%
19,422
+248
10
$2.72M 2.39%
96,252
+3,043
11
$2.37M 2.09%
16,078
-440
12
$2.29M 2.02%
38,362
+5,543
13
$2.2M 1.93%
15,221
+748
14
$1.99M 1.75%
33,982
+1,442
15
$1.94M 1.7%
43,151
+15,885
16
$1.87M 1.64%
34,729
+10,696
17
$1.83M 1.61%
29,796
+1,736
18
$1.73M 1.52%
12,127
+100
19
$1.63M 1.43%
11,669
+548
20
$1.59M 1.39%
12,716
-73
21
$1.44M 1.26%
48,784
+2,913
22
$1.4M 1.23%
11,601
+763
23
$1.05M 0.92%
21,943
-120
24
$1.02M 0.89%
+10,033
25
$1M 0.88%
24,657
+6,832
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