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
$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
426
$13K 0.01%
+429
427
$13K 0.01%
+256
428
$13K 0.01%
+176
429
$13K 0.01%
+453
430
$13K 0.01%
+261
431
$13K 0.01%
+282
432
$13K 0.01%
+260
433
$12K 0.01%
+238
434
$12K 0.01%
+125
435
$12K 0.01%
+200
436
$12K 0.01%
+57
437
$12K 0.01%
+100
438
$12K 0.01%
+430
439
$12K 0.01%
+1,207
440
$11K 0.01%
+398
441
$11K 0.01%
+226
442
$11K 0.01%
+66
443
$11K 0.01%
+500
444
$11K 0.01%
+108
445
$11K 0.01%
+190
446
$11K 0.01%
+189
447
$11K 0.01%
+692
448
$11K 0.01%
+417
449
$11K 0.01%
+97
450
$11K 0.01%
+373
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