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
$120M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$884K
3
+$860K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$573K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$505K

Top Sells

1
+$1.03M
2
+$339K
3
+$314K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$112K
5
COST icon
Costco
COST
+$107K

Sector Composition

1 Technology 36.55%
2 Financials 12.03%
3 Consumer Discretionary 9.04%
4 Consumer Staples 6.12%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 19.3%
113,575
+774
2
$15.5M 12.95%
170,068
-3,448
3
$11M 9.21%
235,245
-2,025
4
$9.74M 8.13%
132,356
+2,458
5
$6.59M 5.51%
36,944
+3,208
6
$5.6M 4.67%
18,468
-353
7
$2.88M 2.41%
20,489
+334
8
$2.59M 2.16%
14,121
+1,660
9
$2.38M 1.98%
39,714
-573
10
$2.27M 1.9%
17,991
-319
11
$2.18M 1.82%
126,540
+51,276
12
$2.18M 1.82%
13,027
+150
13
$2.01M 1.68%
110,307
+1,101
14
$1.99M 1.66%
41,693
-2,355
15
$1.97M 1.64%
17,656
+706
16
$1.92M 1.6%
34,770
+2,213
17
$1.84M 1.54%
92,082
18
$1.78M 1.49%
10,211
19
$1.73M 1.45%
14,486
+689
20
$1.7M 1.42%
43,585
-421
21
$1.63M 1.36%
33,688
+400
22
$1.38M 1.15%
60,565
+3,420
23
$1.37M 1.14%
15,020
+2,850
24
$1.21M 1.01%
+10,285
25
$1.09M 0.91%
11,093
+50
1
2