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
$323M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$922K
3
+$881K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$874K
5
OXY icon
Occidental Petroleum
OXY
+$734K

Top Sells

1
+$1.43M
2
+$998K
3
+$774K
4
AAPL icon
Apple
AAPL
+$503K
5
JNJ icon
Johnson & Johnson
JNJ
+$412K

Sector Composition

1 Technology 29.58%
2 Consumer Discretionary 11.07%
3 Financials 9.4%
4 Consumer Staples 9.22%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46M 14.22%
109,263
-3,410
2
$27.3M 8.44%
159,092
-2,933
3
$24.2M 7.48%
33,001
-7
4
$24M 7.43%
54,061
+151
5
$17.1M 5.29%
40,652
+43
6
$16.6M 5.15%
92,252
-742
7
$14.7M 4.53%
162,160
-240
8
$11.7M 3.62%
154,973
-1,601
9
$11.4M 3.51%
422,727
+32,796
10
$11M 3.4%
120,235
-12
11
$10.5M 3.24%
69,422
-771
12
$7.23M 2.24%
94,306
+11,393
13
$6.84M 2.11%
18,658
-304
14
$6.22M 1.92%
80,882
+1,421
15
$4.65M 1.44%
239,596
+1,741
16
$4.59M 1.42%
23,796
+847
17
$3.87M 1.2%
65,955
+1,932
18
$3.69M 1.14%
22,631
+147
19
$3.67M 1.13%
29,603
-197
20
$3.62M 1.12%
177,936
-1,077
21
$3.61M 1.12%
19,784
-80
22
$3.41M 1.05%
16,577
+561
23
$3.29M 1.02%
122,324
+11
24
$3.29M 1.02%
20,272
-51
25
$3.08M 0.95%
19,481
-2,605
1
2 3