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
$299M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$277K
3
+$263K
4
NKE icon
Nike
NKE
+$263K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$188K

Top Sells

1
+$2.42M
2
+$1.7M
3
+$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.5M
5
NEE icon
NextEra Energy
NEE
+$921K

Sector Composition

1 Technology 29.78%
2 Consumer Discretionary 11.76%
3 Financials 9.29%
4 Consumer Staples 8.98%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 14.17%
112,673
+28
2
$31.2M 10.44%
162,025
-8,852
3
$22.1M 7.39%
53,910
+20
4
$21.8M 7.29%
33,008
-476
5
$14.5M 4.85%
40,609
+405
6
$14.1M 4.73%
92,994
+1,825
7
$11.5M 3.86%
120,247
+1,734
8
$10.6M 3.55%
156,574
-761
9
$9.9M 3.31%
389,931
+21,057
10
$9.81M 3.28%
70,193
-80
11
$8.04M 2.69%
162,400
-200
12
$6.39M 2.14%
82,913
+2,440
13
$5.98M 2%
22,949
-92
14
$5.61M 1.88%
79,461
-133
15
$5.61M 1.88%
18,962
+36
16
$5.09M 1.7%
237,855
-1,888
17
$4.27M 1.43%
17,200
-71
18
$3.85M 1.29%
122,313
-566
19
$3.59M 1.2%
64,023
+572
20
$3.46M 1.16%
22,086
-1,940
21
$3.38M 1.13%
19,864
+320
22
$3.36M 1.12%
22,484
+527
23
$3.32M 1.11%
179,013
-729
24
$3.19M 1.07%
10,743
+168
25
$3.06M 1.02%
16,016
-577
1
2 3