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
276
$31K 0.03%
+591
277
$31K 0.03%
+651
278
$30K 0.03%
+876
279
$30K 0.03%
+1,081
280
$30K 0.03%
+475
281
$30K 0.03%
+954
282
$30K 0.03%
+998
283
$30K 0.03%
+1,467
284
$29K 0.03%
+326
285
$29K 0.03%
+729
286
$29K 0.03%
+1,286
287
$29K 0.03%
+333
288
$29K 0.03%
+3,541
289
$29K 0.03%
+370
290
$28K 0.03%
+56
291
$28K 0.03%
+195
292
$28K 0.03%
+586
293
$28K 0.03%
+600
294
$28K 0.03%
+249
295
$28K 0.03%
+24
296
$27K 0.02%
+867
297
$27K 0.02%
+106
298
$27K 0.02%
+297
299
$27K 0.02%
+1,200
300
$27K 0.02%
+602
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