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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$7.67M
2
+$7.29M
3
+$6.64M
4
SBUX icon
Starbucks
SBUX
+$5.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.66M

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
326
$23K 0.02%
+200
327
$23K 0.02%
+647
328
$23K 0.02%
+614
329
$23K 0.02%
+385
330
$22K 0.02%
+199
331
$22K 0.02%
+1,100
332
$22K 0.02%
+223
333
$22K 0.02%
+360
334
$22K 0.02%
+238
335
$22K 0.02%
+285
336
$22K 0.02%
+862
337
$22K 0.02%
+361
338
$22K 0.02%
+215
339
$22K 0.02%
+790
340
$21K 0.02%
+200
341
$21K 0.02%
+1,500
342
$21K 0.02%
+301
343
$20K 0.02%
+1,471
344
$20K 0.02%
+357
345
$20K 0.02%
+940
346
$20K 0.02%
+1,000
347
$20K 0.02%
+250
348
$20K 0.02%
+600
349
$20K 0.02%
+1,250
350
$20K 0.02%
+162
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