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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-279
377
– –
-1,096
378
– –
-175
379
– –
-74
380
– –
-25,000
381
– –
-48
382
– –
-295
383
– –
-5,420
384
– –
-1,617
385
– –
-1,066
386
– –
-100
387
– –
-927
388
– –
-1,000
389
– –
-600
390
– –
-519
391
– –
-130
392
– –
-1,034
393
– –
-100
394
– –
-195
395
– –
-1,086
396
– –
-823
397
– –
-2,000
398
– –
-104
399
– –
-245
400
– –
-3,213
14 15
16
17 18