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
251
$34K 0.03%
+853
252
$33K 0.03%
+1,000
253
$33K 0.03%
+1,012
254
$33K 0.03%
+432
255
$32K 0.03%
+729
256
$32K 0.03%
+1,081
257
$32K 0.03%
+790
258
$32K 0.03%
+651
259
$32K 0.03%
+531
260
$32K 0.03%
+265
261
$31K 0.03%
+363
262
$31K 0.03%
+485
263
$31K 0.03%
+955
264
$31K 0.03%
+772
265
$31K 0.03%
+205
266
$30K 0.03%
+876
267
$30K 0.03%
+1,877
268
$30K 0.03%
+850
269
$30K 0.03%
+900
270
$30K 0.03%
+500
271
$29K 0.03%
+1,000
272
$29K 0.03%
+865
273
$29K 0.03%
+1,306
274
$28K 0.03%
+859
275
$28K 0.03%
+182
9 10
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