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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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%
+130
352
$17K 0.02%
+500
353
$17K 0.02%
+1,500
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%
+100
360
$16K 0.01%
+425
361
$16K 0.01%
+150
362
$16K 0.01%
+340
363
$16K 0.01%
+162
364
$16K 0.01%
+175
365
$16K 0.01%
+1,500
366
$16K 0.01%
+143
367
$16K 0.01%
+1,152
368
$16K 0.01%
+907
369
$15K 0.01%
+341
370
$15K 0.01%
+200
371
$15K 0.01%
+525
372
$15K 0.01%
+82
373
$15K 0.01%
+345
374
$15K 0.01%
+323
375
$15K 0.01%
+300
13 14
15
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