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
251
$43K 0.03%
160
+11
252
$43K 0.03%
433
253
$43K 0.03%
325
254
$43K 0.03%
212
255
$42K 0.03%
3,500
256
$42K 0.03%
1,960
257
$42K 0.03%
600
258
$42K 0.03%
716
259
$41K 0.03%
448
-68
260
$41K 0.03%
2,800
261
$41K 0.03%
+700
262
$41K 0.03%
973
+201
263
$41K 0.03%
374
+220
264
$40K 0.03%
147
265
$40K 0.03%
790
266
$40K 0.03%
189
267
$40K 0.03%
591
268
$40K 0.03%
294
+200
269
$40K 0.03%
359
270
$39K 0.03%
382
271
$39K 0.03%
348
272
$39K 0.03%
714
+22
273
$38K 0.03%
1,098
+86
274
$38K 0.03%
265
275
$38K 0.03%
+1,345
9 10
11
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