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
276
$28K 0.03%
+500
277
$28K 0.03%
+180
278
$27K 0.02%
+710
279
$27K 0.02%
+1,111
280
$27K 0.02%
+6,700
281
$26K 0.02%
+200
282
$26K 0.02%
+800
283
$26K 0.02%
+967
284
$26K 0.02%
+586
285
$26K 0.02%
+1,250
286
$26K 0.02%
+2,000
287
$26K 0.02%
+647
288
$26K 0.02%
+1,467
289
$25K 0.02%
+1,090
290
$25K 0.02%
+200
291
$25K 0.02%
+116
292
$25K 0.02%
+250
293
$25K 0.02%
+2,672
294
$25K 0.02%
+370
295
$24K 0.02%
+249
296
$24K 0.02%
+380
297
$24K 0.02%
+267
298
$24K 0.02%
+254
299
$24K 0.02%
+148
300
$24K 0.02%
+608
10 11
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