KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $454M
1-Year Est. Return 26.45%
This Quarter Est. Return
1 Year Est. Return
+26.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.48%
2 Financials 10.75%
3 Consumer Discretionary 9.94%
4 Industrials 7.8%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.04%
+970
227
$40K 0.04%
+2,800
228
$40K 0.04%
+325
229
$39K 0.04%
+359
230
$39K 0.04%
+500
231
$39K 0.04%
+790
232
$39K 0.04%
+1,306
233
$39K 0.04%
+333
234
$38K 0.03%
+450
235
$38K 0.03%
+416
236
$38K 0.03%
+1,021
237
$38K 0.03%
+382
238
$38K 0.03%
+692
239
$37K 0.03%
+675
240
$37K 0.03%
+444
241
$37K 0.03%
+465
242
$37K 0.03%
+245
243
$37K 0.03%
+227
244
$37K 0.03%
+2,200
245
$36K 0.03%
+348
246
$36K 0.03%
+290
247
$36K 0.03%
+656
248
$36K 0.03%
+348
249
$36K 0.03%
+1,914
250
$35K 0.03%
+186
8 9
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