We are live on ! Find out more
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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-5,367
352
– –
-1,229
353
– –
-9,291
354
– –
-153
355
– –
-1,330
356
– –
-1,099
357
– –
-1,000
358
– –
-74
359
– –
-260
360
– –
-138
361
– –
-1,366
362
– –
-7,042
363
– –
-100
364
– –
-306
365
– –
-244
366
– –
-175
367
– –
-532
368
– –
-1,345
369
– –
-133
370
– –
-500
371
– –
-277
372
– –
-340
373
– –
-373
374
– –
-76
375
– –
-768
13 14
15
16 17