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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
351
$17K 0.02%
+1,500
352
$17K 0.02%
+36
353
$17K 0.02%
+500
354
$17K 0.02%
+500
355
$17K 0.02%
+178
356
$17K 0.02%
+600
357
$17K 0.02%
+149
358
$17K 0.02%
+154
359
$16K 0.01%
+143
360
$16K 0.01%
+1,152
361
$16K 0.01%
+162
362
$16K 0.01%
+175
363
$16K 0.01%
+425
364
$16K 0.01%
+907
365
$16K 0.01%
+100
366
$16K 0.01%
+150
367
$16K 0.01%
+340
368
$16K 0.01%
+1,500
369
$15K 0.01%
+100
370
$15K 0.01%
+406
371
$15K 0.01%
+341
372
$15K 0.01%
+200
373
$15K 0.01%
+525
374
$15K 0.01%
+82
375
$15K 0.01%
+345
13 14
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