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
301
$31K 0.02%
865
302
$31K 0.02%
1,914
303
$30K 0.02%
1,000
304
$30K 0.02%
1,000
-200
305
$30K 0.02%
200
306
$30K 0.02%
1,877
307
$30K 0.02%
900
308
$29K 0.02%
1,090
309
$29K 0.02%
1,111
310
$28K 0.02%
850
311
$28K 0.02%
1,932
312
$28K 0.02%
267
313
$28K 0.02%
1,250
314
$28K 0.02%
710
315
$28K 0.02%
747
+100
316
$28K 0.02%
+404
317
$28K 0.02%
+1,101
318
$27K 0.02%
148
319
$27K 0.02%
2,672
320
$27K 0.02%
306
-159
321
$27K 0.02%
1,000
-306
322
$26K 0.02%
182
323
$26K 0.02%
116
324
$26K 0.02%
250
325
$25K 0.02%
195
11 12
13
14 15