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
301
$27K 0.02%
+875
302
$27K 0.02%
+382
303
$26K 0.02%
+352
304
$26K 0.02%
+380
305
$26K 0.02%
+1,932
306
$26K 0.02%
+200
307
$26K 0.02%
+200
308
$26K 0.02%
+338
309
$26K 0.02%
+363
310
$26K 0.02%
+265
311
$26K 0.02%
+227
312
$25K 0.02%
+865
313
$25K 0.02%
+250
314
$25K 0.02%
+1,000
315
$24K 0.02%
+1,000
316
$24K 0.02%
+478
317
$24K 0.02%
+402
318
$24K 0.02%
+217
319
$24K 0.02%
+636
320
$24K 0.02%
+3,000
321
$23K 0.02%
+200
322
$23K 0.02%
+461
323
$23K 0.02%
+1,000
324
$23K 0.02%
+200
325
$23K 0.02%
+647
11 12
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