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
326
$23K 0.02%
+614
327
$23K 0.02%
+385
328
$23K 0.02%
+590
329
$23K 0.02%
+765
330
$22K 0.02%
+285
331
$22K 0.02%
+862
332
$22K 0.02%
+361
333
$22K 0.02%
+215
334
$22K 0.02%
+790
335
$22K 0.02%
+1,100
336
$22K 0.02%
+223
337
$22K 0.02%
+360
338
$22K 0.02%
+199
339
$22K 0.02%
+238
340
$21K 0.02%
+301
341
$21K 0.02%
+200
342
$21K 0.02%
+1,500
343
$20K 0.02%
+940
344
$20K 0.02%
+1,000
345
$20K 0.02%
+250
346
$20K 0.02%
+600
347
$20K 0.02%
+1,250
348
$20K 0.02%
+1,471
349
$20K 0.02%
+162
350
$20K 0.02%
+774
12 13
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