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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
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
– –
-1,373
402
– –
-209
403
– –
-5,340
404
– –
-1,000
405
– –
-200
406
– –
-3,781
407
– –
-700
408
– –
-25
409
– –
-500
410
– –
-24
411
– –
-40
412
– –
-183
413
– –
-1,000
414
– –
-106
415
– –
-1,521
416
– –
-191
417
– –
-900
418
– –
-586
419
– –
-297
420
– –
-2,800
421
– –
-400
422
– –
-600
423
– –
-296
424
– –
-27
425
– –
-25
15 16
17
18 19