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
$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
$18K 0.01%
283
381
$18K 0.01%
400
+100
382
$18K 0.01%
140
383
$18K 0.01%
275
384
$17K 0.01%
149
-100
385
$17K 0.01%
1,500
386
$17K 0.01%
290
+100
387
$17K 0.01%
100
388
$17K 0.01%
312
+200
389
$17K 0.01%
2,000
390
$17K 0.01%
233
391
$17K 0.01%
183
392
$17K 0.01%
500
393
$17K 0.01%
76
394
$16K 0.01%
426
395
$16K 0.01%
425
396
$16K 0.01%
+514
397
$16K 0.01%
293
-932
398
$16K 0.01%
100
399
$16K 0.01%
+129
400
$16K 0.01%
600
14 15
16
17 18