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
326
$20K 0.02%
+475
327
$20K 0.02%
+300
328
$20K 0.02%
+940
329
$20K 0.02%
+1,103
330
$20K 0.02%
+250
331
$19K 0.02%
+426
332
$19K 0.02%
+862
333
$19K 0.02%
+283
334
$19K 0.02%
+162
335
$19K 0.02%
+383
336
$19K 0.02%
+774
337
$19K 0.02%
+2,000
338
$18K 0.02%
+195
339
$18K 0.02%
+702
340
$18K 0.02%
+275
341
$18K 0.02%
+173
342
$18K 0.02%
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343
$18K 0.02%
+400
344
$18K 0.02%
+183
345
$18K 0.02%
+256
346
$18K 0.02%
+450
347
$18K 0.02%
+167
348
$18K 0.02%
+600
349
$17K 0.02%
+36
350
$17K 0.02%
+359