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

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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%
+2,000
377
$15K 0.01%
+200
378
$15K 0.01%
+295
379
$15K 0.01%
+261
380
$15K 0.01%
+406
381
$15K 0.01%
+233
382
$15K 0.01%
+561
383
$15K 0.01%
+100
384
$15K 0.01%
+406
385
$15K 0.01%
+300
386
$14K 0.01%
+2,979
387
$14K 0.01%
+60
388
$14K 0.01%
+108
389
$14K 0.01%
+289
390
$14K 0.01%
+176
391
$14K 0.01%
+150
392
$14K 0.01%
+350
393
$14K 0.01%
+306
394
$14K 0.01%
+287
395
$14K 0.01%
+218
396
$14K 0.01%
+1,000
397
$14K 0.01%
+140
398
$14K 0.01%
+267
399
$14K 0.01%
+484
400
$13K 0.01%
+400
14 15
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