KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
376
$17K 0.02%
+312
377
$17K 0.02%
+99
378
$16K 0.01%
+510
379
$16K 0.01%
+82
380
$16K 0.01%
+296
381
$16K 0.01%
+252
382
$16K 0.01%
+195
383
$16K 0.01%
+400
384
$16K 0.01%
+702
385
$16K 0.01%
+140
386
$16K 0.01%
+406
387
$16K 0.01%
+100
388
$16K 0.01%
+100
389
$16K 0.01%
+125
390
$15K 0.01%
+3,056
391
$15K 0.01%
+341
392
$15K 0.01%
+1,215
393
$15K 0.01%
+143
394
$15K 0.01%
+400
395
$15K 0.01%
+246
396
$15K 0.01%
+500
397
$15K 0.01%
+525
398
$15K 0.01%
+345
399
$15K 0.01%
+323
400
$15K 0.01%
+283
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