We are live on ! Find out more
KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$280K
3
+$259K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$215K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

Top Sells

1
+$606K
2
+$316K
3
+$262K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-51
402
– –
-8,225
403
– –
-300
404
– –
-1,383
405
– –
-4,833
406
– –
-70
407
– –
-98
408
– –
-195
409
– –
-133
410
– –
-33
411
– –
-636
412
– –
-250
413
– –
-223
414
– –
-1,534
415
– –
-1,250
416
– –
-119
417
– –
-2,283
418
– –
-400
419
– –
-4,172
420
– –
-110
421
– –
-4,010
422
– –
-1,500
423
– –
-1,471
424
– –
-360
425
– –
-55
15 16
17
18 19