KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
326
$25K 0.02%
+2,000
327
$25K 0.02%
200
328
$25K 0.02%
+917
329
$25K 0.02%
2,000
330
$25K 0.02%
290
331
$25K 0.02%
357
332
$25K 0.02%
1,467
333
$24K 0.02%
1,103
334
$24K 0.02%
380
335
$24K 0.02%
402
-300
336
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440
337
$24K 0.02%
234
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338
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600
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339
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340
$22K 0.02%
940
341
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342
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600
343
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344
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347
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$21K 0.02%
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349
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+413
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$21K 0.02%
430
+50
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