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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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$7.29M
3
+$6.64M
4
SBUX icon
Starbucks
SBUX
+$5.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.66M

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%
+2,000
377
$17K 0.02%
+1,723
378
$16K 0.01%
+510
379
$16K 0.01%
+252
380
$16K 0.01%
+100
381
$16K 0.01%
+100
382
$16K 0.01%
+125
383
$16K 0.01%
+82
384
$16K 0.01%
+296
385
$16K 0.01%
+195
386
$16K 0.01%
+400
387
$16K 0.01%
+702
388
$16K 0.01%
+140
389
$16K 0.01%
+406
390
$15K 0.01%
+246
391
$15K 0.01%
+500
392
$15K 0.01%
+525
393
$15K 0.01%
+345
394
$15K 0.01%
+323
395
$15K 0.01%
+3,056
396
$15K 0.01%
+341
397
$15K 0.01%
+1,215
398
$15K 0.01%
+143
399
$15K 0.01%
+400
400
$15K 0.01%
+283
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