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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.48%
2 Financials 10.75%
3 Consumer Discretionary 9.94%
4 Industrials 7.8%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K 0.01%
+293
402
$15K 0.01%
+102
403
$15K 0.01%
+561
404
$15K 0.01%
+267
405
$15K 0.01%
+175
406
$15K 0.01%
+162
407
$15K 0.01%
+551
408
$14K 0.01%
+400
409
$14K 0.01%
+60
410
$14K 0.01%
+1,000
411
$14K 0.01%
+400
412
$14K 0.01%
+978
413
$14K 0.01%
+150
414
$14K 0.01%
+233
415
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+350
416
$14K 0.01%
+218
417
$14K 0.01%
+300
418
$14K 0.01%
+283
419
$14K 0.01%
+267
420
$14K 0.01%
+484
421
$14K 0.01%
+233
422
$14K 0.01%
+1,770
423
$13K 0.01%
+200
424
$13K 0.01%
+311
425
$13K 0.01%
+200
15 16
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