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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.04%
689
+644
227
$54K 0.04%
3,418
228
$54K 0.04%
550
-300
229
$54K 0.04%
11,575
230
$54K 0.04%
284
+9
231
$53K 0.04%
1,272
+198
232
$52K 0.04%
396
233
$51K 0.04%
458
234
$51K 0.04%
448
+1
235
$49K 0.04%
1,330
+5
236
$49K 0.04%
500
237
$48K 0.04%
1,884
238
$48K 0.04%
666
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239
$48K 0.04%
532
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240
$47K 0.04%
1,192
241
$46K 0.03%
+1,249
242
$46K 0.03%
333
243
$46K 0.03%
970
244
$46K 0.03%
732
245
$46K 0.03%
2,176
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246
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+645
247
$45K 0.03%
1,000
248
$45K 0.03%
186
249
$44K 0.03%
1,333
250
$44K 0.03%
414
+160
8 9
10
11 12