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
$169M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.5M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$1.12M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.06M

Top Sells

1
+$738K
2
+$245K
3
+$227K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$209K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$149K

Sector Composition

1 Technology 26.96%
2 Financials 11.54%
3 Consumer Staples 8.45%
4 Consumer Discretionary 7.23%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 12.28%
93,348
+271
2
$19.6M 11.59%
147,727
-915
3
$18.2M 10.79%
58,151
-233
4
$12.2M 7.23%
114,199
-2,118
5
$11.7M 6.89%
200,950
-2,565
6
$10.1M 6%
26,933
+9,283
7
$8.15M 4.82%
35,133
+149
8
$4.48M 2.65%
191,402
-1,000
9
$4.42M 2.62%
+291,804
10
$3.98M 2.35%
48,002
+19,841
11
$3.31M 1.96%
154,950
+12,390
12
$3M 1.78%
16,501
-353
13
$2.97M 1.75%
16,379
-81
14
$2.94M 1.74%
18,695
+615
15
$2.64M 1.56%
12,320
+630
16
$2.49M 1.47%
10,620
+95
17
$2.26M 1.34%
12,665
+90
18
$2.23M 1.32%
14,650
+39
19
$2.21M 1.31%
39,404
+3,748
20
$2.03M 1.2%
34,729
-3,585
21
$1.99M 1.18%
14,075
+209
22
$1.98M 1.17%
81,444
+4
23
$1.92M 1.14%
13,814
+755
24
$1.78M 1.06%
30,379
+1,830
25
$1.75M 1.04%
33,407
-1,350
1
2 3