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
$137M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$1.84M
3
+$1.48M
4
SYY icon
Sysco
SYY
+$1.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$461K

Top Sells

1
+$4.31M
2
+$2.48M
3
+$1.7M
4
SBUX icon
Starbucks
SBUX
+$1.38M
5
NKE icon
Nike
NKE
+$1.09M

Sector Composition

1 Technology 30.03%
2 Financials 11.77%
3 Consumer Discretionary 7.3%
4 Consumer Staples 6.79%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 14.31%
93,077
-20,498
2
$17.2M 12.58%
148,642
-21,426
3
$16.2M 11.86%
+58,384
4
$10.9M 7.96%
203,515
-31,730
5
$9.99M 7.3%
116,317
-16,039
6
$7.45M 5.44%
34,984
-1,960
7
$6.27M 4.58%
17,650
-818
8
$3.54M 2.59%
192,402
+100,320
9
$2.69M 1.97%
18,080
-2,409
10
$2.63M 1.92%
142,560
+16,020
11
$2.51M 1.84%
16,854
-1,137
12
$2.34M 1.71%
28,161
+17,805
13
$2.23M 1.63%
12,575
-452
14
$2.07M 1.52%
10,525
+314
15
$2.04M 1.49%
16,460
-1,196
16
$1.93M 1.41%
11,690
-2,431
17
$1.93M 1.41%
38,314
-3,379
18
$1.81M 1.33%
13,059
-1,427
19
$1.78M 1.3%
13,866
+3,581
20
$1.76M 1.29%
35,656
+1,968
21
$1.72M 1.26%
14,611
-409
22
$1.7M 1.24%
28,549
-6,221
23
$1.61M 1.17%
34,757
-8,828
24
$1.48M 1.08%
28,657
-11,057
25
$1.47M 1.07%
81,440
-28,867
1
2