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
351
$21K 0.02%
238
352
$21K 0.02%
475
353
$21K 0.02%
+413
354
$21K 0.02%
430
+50
355
$21K 0.02%
45
+9
356
$21K 0.02%
215
357
$21K 0.02%
150
+42
358
$20K 0.01%
400
359
$20K 0.01%
+1,099
360
$20K 0.01%
130
361
$20K 0.01%
178
362
$20K 0.01%
385
363
$20K 0.01%
162
364
$19K 0.01%
1,500
365
$19K 0.01%
143
366
$19K 0.01%
400
367
$19K 0.01%
150
368
$19K 0.01%
149
369
$19K 0.01%
359
370
$19K 0.01%
600
371
$19K 0.01%
195
372
$19K 0.01%
299
+38
373
$19K 0.01%
774
374
$18K 0.01%
173
375
$18K 0.01%
786
-76
13 14
15
16 17