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
$385M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$2.24M
3
+$1.36M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$948K
5
AMZN icon
Amazon
AMZN
+$658K

Top Sells

1
+$1.02M
2
+$749K
3
+$540K
4
FCX icon
Freeport-McMoran
FCX
+$517K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$415K

Sector Composition

1 Technology 32.89%
2 Consumer Discretionary 10.23%
3 Consumer Staples 9.47%
4 Financials 8.65%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.4M 12.83%
114,904
-1,256
2
$37M 9.59%
158,631
-1,228
3
$29.4M 7.64%
33,187
+112
4
$26.2M 6.8%
53,675
-432
5
$20.3M 5.28%
167,519
-133
6
$18.7M 4.84%
40,531
-353
7
$18.4M 4.77%
98,548
+3,533
8
$14M 3.63%
495,786
+33,630
9
$12.5M 3.25%
149,015
-2,766
10
$11.9M 3.08%
71,484
+104
11
$11.4M 2.97%
117,189
-767
12
$9.98M 2.59%
+57,853
13
$7.28M 1.89%
18,603
-121
14
$7.13M 1.85%
86,717
+4,223
15
$6.95M 1.8%
88,355
-5,279
16
$5.32M 1.38%
244,412
+4,565
17
$4.47M 1.16%
17,075
-224
18
$4.44M 1.15%
25,434
+1,936
19
$4.25M 1.1%
67,443
+1,174
20
$4M 1.04%
16,442
-25
21
$3.97M 1.03%
179,181
+756
22
$3.88M 1.01%
19,590
-314
23
$3.68M 0.96%
21,258
-65
24
$3.67M 0.95%
121,163
+10
25
$3.51M 0.91%
35,792
+13,849
1
2 3