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
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%
357
331
$25K 0.02%
1,467
332
$25K 0.02%
290
333
$24K 0.02%
1,103
334
$24K 0.02%
402
-300
335
$24K 0.02%
440
336
$24K 0.02%
380
337
$24K 0.02%
234
+210
338
$23K 0.02%
1,000
339
$23K 0.02%
600
-200
340
$22K 0.02%
940
341
$22K 0.02%
250
342
$22K 0.02%
360
343
$22K 0.02%
+150
344
$22K 0.02%
439
345
$22K 0.02%
254
346
$22K 0.02%
600
347
$22K 0.02%
223
348
$21K 0.02%
300
349
$21K 0.02%
+1,000
350
$21K 0.02%
930
12 13
14
15 16