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

Top Buys

1
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
376
$15K 0.01%
+323
377
$15K 0.01%
+300
378
$15K 0.01%
+300
379
$15K 0.01%
+2,000
380
$15K 0.01%
+200
381
$15K 0.01%
+295
382
$15K 0.01%
+261
383
$15K 0.01%
+406
384
$15K 0.01%
+233
385
$15K 0.01%
+561
386
$14K 0.01%
+2,979
387
$14K 0.01%
+176
388
$14K 0.01%
+1,000
389
$14K 0.01%
+484
390
$14K 0.01%
+289
391
$14K 0.01%
+60
392
$14K 0.01%
+150
393
$14K 0.01%
+350
394
$14K 0.01%
+306
395
$14K 0.01%
+287
396
$14K 0.01%
+218
397
$14K 0.01%
+140
398
$14K 0.01%
+267
399
$14K 0.01%
+108
400
$13K 0.01%
+282
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