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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
89
+7
377
$18K 0.01%
256
378
$18K 0.01%
450
379
$18K 0.01%
300
380
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283
381
$18K 0.01%
400
+100
382
$18K 0.01%
140
383
$18K 0.01%
275
384
$17K 0.01%
76
385
$17K 0.01%
149
-100
386
$17K 0.01%
1,500
387
$17K 0.01%
183
388
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500
389
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290
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390
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100
391
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392
$17K 0.01%
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393
$17K 0.01%
233
394
$16K 0.01%
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395
$16K 0.01%
175
396
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426
397
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425
398
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399
$16K 0.01%
293
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400
$16K 0.01%
100
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16
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