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
$191M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$1.9M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.16M
5
COST icon
Costco
COST
+$1.03M

Top Sells

1
+$850K
2
+$516K
3
+$419K
4
SBUX icon
Starbucks
SBUX
+$179K
5
MSFT icon
Microsoft
MSFT
+$40.1K

Sector Composition

1 Technology 24.47%
2 Financials 11.39%
3 Consumer Staples 7.77%
4 Consumer Discretionary 6.42%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 11.47%
93,178
-170
2
$19.2M 10.03%
157,214
+9,487
3
$18M 9.42%
56,535
-1,616
4
$12.3M 6.42%
112,562
-1,637
5
$11.6M 6.04%
200,520
-430
6
$10.5M 5.5%
29,856
+2,923
7
$9.05M 4.73%
35,432
+299
8
$8.55M 4.46%
103,984
+55,982
9
$5.41M 2.82%
191,414
+12
10
$4.5M 2.35%
185,085
+30,135
11
$3.89M 2.03%
16,786
+285
12
$3.85M 2.01%
239,070
-52,734
13
$3.61M 1.89%
14,190
+1,870
14
$3.31M 1.73%
20,167
+1,472
15
$3.04M 1.59%
16,478
+99
16
$3.03M 1.58%
49,912
+15,183
17
$2.59M 1.35%
10,651
+31
18
$2.56M 1.34%
41,754
+2,350
19
$2.27M 1.19%
81,700
+256
20
$2.26M 1.18%
14,150
+1,485
21
$2.21M 1.15%
16,638
+1,988
22
$2.19M 1.14%
14,884
+809
23
$2.06M 1.08%
35,525
+5,146
24
$1.9M 0.99%
+11,163
25
$1.89M 0.99%
13,935
+121
1
2 3