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
$264M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.28M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$905K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$863K

Top Sells

1
+$523K
2
+$239K
3
+$139K
4
IYW icon
iShares US Technology ETF
IYW
+$115K
5
VZ icon
Verizon
VZ
+$110K

Sector Composition

1 Technology 30.24%
2 Financials 9.57%
3 Consumer Staples 8.38%
4 Consumer Discretionary 5.76%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 13.85%
108,550
+1,292
2
$29.8M 11.3%
167,738
+5,095
3
$22.3M 8.46%
56,068
+17
4
$16.8M 6.38%
29,617
-32
5
$14M 5.32%
195,107
-298
6
$13.1M 4.95%
111,644
-2,044
7
$11.8M 4.46%
145,520
+10,674
8
$11.6M 4.38%
38,632
+495
9
$6.83M 2.59%
253,557
+15,648
10
$5.12M 1.94%
209,671
+2,610
11
$4.87M 1.85%
165,720
+3,230
12
$4.28M 1.63%
61,547
+5,218
13
$4.12M 1.56%
19,917
+1,168
14
$4.03M 1.53%
23,537
+1,716
15
$4M 1.52%
65,187
+2,854
16
$3.5M 1.33%
185,772
+3,288
17
$3.3M 1.25%
18,039
+678
18
$3.04M 1.15%
15,122
-311
19
$3.04M 1.15%
19,613
+2,457
20
$2.82M 1.07%
17,234
+891
21
$2.78M 1.06%
16,281
-17
22
$2.74M 1.04%
18,644
+1,090
23
$2.7M 1.03%
12,611
+249
24
$2.65M 1%
15,412
+704
25
$2.3M 0.87%
83,190
+1,509
1
2 3