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
$228M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.75M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.59M
2
+$1.24M
3
+$899K
4
GE icon
GE Aerospace
GE
+$653K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$346K

Sector Composition

1 Technology 27.48%
2 Financials 10.2%
3 Consumer Staples 7.95%
4 Consumer Discretionary 6.22%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 13.26%
107,258
+6,225
2
$23M 10.09%
162,643
+1,438
3
$20.1M 8.8%
56,051
+74
4
$13.3M 5.84%
29,649
-55
5
$12.8M 5.61%
195,405
-173
6
$12.5M 5.5%
113,688
+150
7
$11M 4.84%
134,846
+13,028
8
$10.4M 4.56%
38,137
+2,824
9
$5.89M 2.58%
237,909
+23,733
10
$5.28M 2.31%
207,061
+3,152
11
$3.8M 1.67%
62,333
+6,256
12
$3.6M 1.58%
18,749
+1,960
13
$3.58M 1.57%
56,329
+1,185
14
$3.52M 1.54%
21,821
+879
15
$3.39M 1.49%
15,433
+1,213
16
$3.37M 1.48%
+162,490
17
$3.16M 1.38%
182,484
-92,106
18
$2.9M 1.27%
17,156
+228
19
$2.79M 1.23%
10,745
-2
20
$2.68M 1.17%
16,298
+935
21
$2.38M 1.04%
17,554
+2,023
22
$2.36M 1.04%
81,681
+36
23
$2.28M 1%
16,343
+344
24
$2.26M 0.99%
14,708
-177
25
$2.25M 0.99%
12,362
-37
1
2 3