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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

Sector Composition

1 Technology 18.11%
2 Financials 11.02%
3 Consumer Discretionary 10.74%
4 Communication Services 8.44%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
+1,215
402
$13K 0.01%
+200
403
$13K 0.01%
+1,000
404
$13K 0.01%
+102
405
$13K 0.01%
+282
406
$13K 0.01%
+1,770
407
$12K 0.01%
+500
408
$12K 0.01%
+350
409
$12K 0.01%
+233
410
$12K 0.01%
+100
411
$12K 0.01%
+57
412
$12K 0.01%
+94
413
$12K 0.01%
+175
414
$12K 0.01%
+260
415
$11K 0.01%
+66
416
$11K 0.01%
+150
417
$11K 0.01%
+398
418
$11K 0.01%
+400
419
$11K 0.01%
+238
420
$11K 0.01%
+190
421
$11K 0.01%
+750
422
$11K 0.01%
+700
423
$11K 0.01%
+635
424
$11K 0.01%
+280
425
$11K 0.01%
+514
15 16
17
18 19