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
$211M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.2M
3
+$8.18M
4
COST icon
Costco
COST
+$7.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.96M

Top Sells

1
+$15.6M
2
+$9.63M
3
+$5.59M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.25M
5
GLD icon
SPDR Gold Trust
GLD
+$2.14M

Sector Composition

1 Technology 29.56%
2 Financials 10.89%
3 Consumer Staples 9.7%
4 Consumer Discretionary 9.03%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 13.52%
111,169
+41,336
2
$24.7M 11.67%
180,367
+59,812
3
$14.4M 6.83%
30,096
+15,858
4
$10.9M 5.16%
39,949
+10,843
5
$9.2M 4.36%
+86,654
6
$8.86M 4.19%
176,800
+14,145
7
$8.65M 4.1%
113,238
-73,190
8
$7.29M 3.45%
94,881
-125,474
9
$7.17M 3.4%
300,513
+165,828
10
$5.3M 2.51%
210,649
+23,835
11
$4.83M 2.29%
80,068
+24,564
12
$4.53M 2.14%
25,506
+8,508
13
$3.58M 1.7%
20,060
+4,440
14
$3.38M 1.6%
67,707
-45,036
15
$3.36M 1.59%
+24,558
16
$2.87M 1.36%
21,771
-10,183
17
$2.76M 1.31%
187,530
-45,612
18
$2.73M 1.29%
19,022
+7,587
19
$2.62M 1.24%
15,556
-12,696
20
$2.51M 1.19%
165,700
+18,750
21
$2.42M 1.15%
18,974
+4,818
22
$2.32M 1.1%
16,196
+797
23
$2.3M 1.09%
12,588
-86
24
$2.1M 0.99%
+13,706
25
$2.09M 0.99%
83,610
-48,320
1
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