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
276
$38K 0.03%
344
277
$37K 0.03%
2,928
278
$37K 0.03%
+921
279
$36K 0.03%
689
280
$36K 0.03%
651
281
$35K 0.03%
404
+41
282
$35K 0.03%
+2,000
283
$35K 0.03%
853
284
$34K 0.03%
876
285
$34K 0.03%
1,000
286
$34K 0.03%
245
287
$34K 0.03%
967
288
$34K 0.03%
180
289
$34K 0.03%
531
290
$33K 0.02%
1,081
291
$33K 0.02%
1,028
+328
292
$33K 0.02%
205
293
$33K 0.02%
433
+1
294
$32K 0.02%
729
295
$32K 0.02%
485
296
$32K 0.02%
347
-286
297
$31K 0.02%
500
298
$31K 0.02%
1,000
299
$31K 0.02%
1,948
+796
300
$31K 0.02%
955
10 11
12
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