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
$290M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$344K
3
+$204K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$71.6K
5
VTV icon
Vanguard Value ETF
VTV
+$68.2K

Top Sells

1
+$640K
2
+$403K
3
+$389K
4
MSFT icon
Microsoft
MSFT
+$380K
5
AAPL icon
Apple
AAPL
+$323K

Sector Composition

1 Technology 30.24%
2 Consumer Discretionary 11.32%
3 Financials 8.57%
4 Consumer Staples 7.99%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.4M 13.58%
115,650
-1,117
2
$34.2M 11.78%
176,142
-1,664
3
$20M 6.88%
54,025
-183
4
$17.7M 6.11%
32,891
+110
5
$13.8M 4.74%
40,332
+67
6
$11.8M 4.07%
119,197
-210
7
$11.4M 3.95%
87,772
-827
8
$9.85M 3.4%
158,071
-2,529
9
$8.71M 3%
359,802
+14,217
10
$8.43M 2.91%
70,448
+1
11
$6.83M 2.36%
161,420
+1,420
12
$6.14M 2.12%
81,222
+947
13
$5.32M 1.84%
80,022
-404
14
$4.94M 1.71%
23,414
-102
15
$4.66M 1.61%
18,926
-299
16
$4.61M 1.59%
17,595
-25
17
$4.43M 1.53%
26,762
+19
18
$3.52M 1.21%
24,775
+480
19
$3.43M 1.18%
212,279
+12,597
20
$3.4M 1.17%
62,529
+440
21
$3.17M 1.09%
19,531
-20
22
$3.16M 1.09%
10,606
-69
23
$3.14M 1.08%
122,869
-988
24
$3.06M 1.06%
17,193
-1,263
25
$3.06M 1.05%
20,139
+236
1
2 3