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
301
$23K 0.02%
+400
302
$23K 0.02%
+1,932
303
$23K 0.02%
+255
304
$23K 0.02%
+238
305
$23K 0.02%
+357
306
$23K 0.02%
+765
307
$22K 0.02%
+285
308
$22K 0.02%
+195
309
$22K 0.02%
+1,000
310
$22K 0.02%
+360
311
$22K 0.02%
+359
312
$22K 0.02%
+290
313
$22K 0.02%
+211
314
$22K 0.02%
+478
315
$22K 0.02%
+223
316
$21K 0.02%
+1,500
317
$21K 0.02%
+215
318
$21K 0.02%
+600
319
$21K 0.02%
+301
320
$21K 0.02%
+930
321
$21K 0.02%
+700
322
$21K 0.02%
+385
323
$20K 0.02%
+440
324
$20K 0.02%
+439
325
$20K 0.02%
+254
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