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
251
$35K 0.03%
+317
252
$35K 0.03%
+853
253
$35K 0.03%
+226
254
$35K 0.03%
+189
255
$34K 0.03%
+372
256
$34K 0.03%
+480
257
$34K 0.03%
+342
258
$34K 0.03%
+627
259
$34K 0.03%
+429
260
$34K 0.03%
+193
261
$33K 0.03%
+500
262
$33K 0.03%
+344
263
$33K 0.03%
+147
264
$33K 0.03%
+350
265
$32K 0.03%
+850
266
$32K 0.03%
+318
267
$32K 0.03%
+762
268
$32K 0.03%
+219
269
$32K 0.03%
+545
270
$32K 0.03%
+816
271
$32K 0.03%
+1,100
272
$32K 0.03%
+236
273
$31K 0.03%
+1,000
274
$31K 0.03%
+900
275
$31K 0.03%
+670
9 10
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