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
351
$20K 0.02%
+357
352
$19K 0.02%
+303
353
$19K 0.02%
+700
354
$19K 0.02%
+460
355
$19K 0.02%
+448
356
$19K 0.02%
+183
357
$19K 0.02%
+504
358
$18K 0.02%
+1,500
359
$18K 0.02%
+1,373
360
$18K 0.02%
+907
361
$18K 0.02%
+600
362
$18K 0.02%
+91
363
$18K 0.02%
+254
364
$18K 0.02%
+302
365
$18K 0.02%
+167
366
$17K 0.02%
+99
367
$17K 0.02%
+76
368
$17K 0.02%
+332
369
$17K 0.02%
+195
370
$17K 0.02%
+100
371
$17K 0.02%
+1,103
372
$17K 0.02%
+650
373
$17K 0.02%
+150
374
$17K 0.02%
+2,000
375
$17K 0.02%
+1,723
13 14
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