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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-100
227
– –
-5,710
228
– –
-803
229
– –
-25
230
– –
-1,479
231
– –
-1
232
– –
-205
233
– –
-555
234
– –
-294
235
– –
-9
236
– –
-433
237
– –
-234
238
– –
-4,202
239
– –
-154
240
– –
-404
241
– –
-15
242
– –
-1,717
243
– –
-1,064
244
– –
-50
245
– –
-4,215
246
– –
-145
247
– –
-1,705
248
– –
-592
249
– –
-1,316
250
– –
-676
8 9
10
11 12