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
$239M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$1.37M
3
+$872K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$590K
5
MSFT icon
Microsoft
MSFT
+$550K

Top Sells

1
+$624K
2
+$294K
3
+$212K
4
PLTR icon
Palantir
PLTR
+$209K
5
WBD icon
Warner Bros
WBD
+$207K

Sector Composition

1 Technology 24.55%
2 Financials 11.55%
3 Consumer Discretionary 9.6%
4 Consumer Staples 8.68%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 11.49%
114,367
+2,295
2
$23.1M 9.69%
177,909
-817
3
$14.6M 6.14%
32,074
+1,910
4
$14.4M 6.04%
+54,133
5
$12.4M 5.2%
40,167
-516
6
$11.7M 4.9%
117,782
-216
7
$8.34M 3.5%
331,296
+7,404
8
$8.2M 3.44%
168,535
-6,046
9
$7.37M 3.09%
87,742
-1,379
10
$6.22M 2.61%
70,472
-1,989
11
$6.11M 2.56%
199,423
-4,942
12
$5.93M 2.48%
78,714
-8,293
13
$5.08M 2.13%
80,371
+27
14
$4.67M 1.96%
19,485
-393
15
$4.61M 1.93%
26,082
+295
16
$4.48M 1.88%
23,538
-132
17
$4.23M 1.77%
123,820
+40,201
18
$3.18M 1.33%
22,688
+594
19
$2.96M 1.24%
19,501
+283
20
$2.95M 1.24%
17,406
-334
21
$2.94M 1.23%
58,685
-2,284
22
$2.62M 1.1%
17,255
+1,321
23
$2.6M 1.09%
14,483
+818
24
$2.55M 1.07%
170,904
+849
25
$2.28M 0.95%
155,760
-9,740
1
2 3