KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$2.03M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$965K
5
XOM icon
Exxon Mobil
XOM
+$947K

Top Sells

1
+$1.01M
2
+$433K
3
+$299K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$193K
5
QCOM icon
Qualcomm
QCOM
+$160K

Sector Composition

1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.5M 13.05%
113,671
-998
2
$33.3M 7.69%
33,636
-57
3
$32.4M 7.48%
157,897
+4,776
4
$29M 6.69%
52,546
-213
5
$27.3M 6.29%
172,585
+1,243
6
$20.6M 4.76%
93,981
+1,242
7
$19.5M 4.49%
40,071
-265
8
$15.6M 3.6%
56,518
-422
9
$14.8M 3.43%
560,252
+21,192
10
$14.3M 3.31%
148,090
-670
11
$12.1M 2.8%
68,932
-319
12
$10.9M 2.53%
119,427
+1,346
13
$7.44M 1.72%
89,184
+612
14
$7.08M 1.63%
18,241
-85
15
$6.07M 1.4%
+13,097
16
$5.59M 1.29%
83,186
+7,262
17
$5.55M 1.28%
232,857
-1,208
18
$5.41M 1.25%
68,790
-2,470
19
$5.08M 1.17%
16,664
+208
20
$5.01M 1.16%
15,766
+197
21
$4.83M 1.11%
27,318
+1
22
$4.26M 0.98%
178,847
+4,460
23
$4.22M 0.97%
23,791
+6,765
24
$4.2M 0.97%
14,477
+75
25
$3.98M 0.92%
19,438
-70
1
2 3 4