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
$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
351
$20K 0.02%
+357
352
$19K 0.02%
+504
353
$19K 0.02%
+303
354
$19K 0.02%
+700
355
$19K 0.02%
+460
356
$19K 0.02%
+448
357
$19K 0.02%
+183
358
$18K 0.02%
+1,500
359
$18K 0.02%
+1,373
360
$18K 0.02%
+302
361
$18K 0.02%
+167
362
$18K 0.02%
+600
363
$18K 0.02%
+91
364
$18K 0.02%
+254
365
$18K 0.02%
+907
366
$17K 0.02%
+76
367
$17K 0.02%
+332
368
$17K 0.02%
+195
369
$17K 0.02%
+100
370
$17K 0.02%
+1,103
371
$17K 0.02%
+650
372
$17K 0.02%
+150
373
$17K 0.02%
+2,000
374
$17K 0.02%
+1,723
375
$17K 0.02%
+500
13 14
15
16 17