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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

Sector Composition

1 Technology 18.11%
2 Financials 11.02%
3 Consumer Discretionary 10.74%
4 Communication Services 8.44%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.04%
+591
227
$41K 0.04%
+1,200
228
$41K 0.04%
+333
229
$40K 0.04%
+245
230
$40K 0.04%
+942
231
$40K 0.04%
+600
232
$39K 0.03%
+382
233
$39K 0.03%
+433
234
$39K 0.03%
+1,914
235
$38K 0.03%
+189
236
$38K 0.03%
+292
237
$38K 0.03%
+186
238
$38K 0.03%
+359
239
$38K 0.03%
+648
240
$38K 0.03%
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241
$37K 0.03%
+1,000
242
$36K 0.03%
+149
243
$36K 0.03%
+689
244
$36K 0.03%
+344
245
$36K 0.03%
+465
246
$36K 0.03%
+348
247
$35K 0.03%
+245
248
$34K 0.03%
+147
249
$34K 0.03%
+200
250
$34K 0.03%
+607
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