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
426
– –
-670
427
– –
-50
428
– –
-216
429
– –
-223
430
– –
-31
431
– –
-924
432
– –
-238
433
– –
-500
434
– –
-162
435
– –
-256
436
– –
-1,842
437
– –
-7
438
– –
-790
439
– –
-176
440
– –
-150
441
– –
-100
442
– –
-227
443
– –
-1,000
444
– –
-37
445
– –
-252
446
– –
-302
447
– –
-1,178
448
– –
-1,544
449
– –
-325
450
– –
-1,501
16 17
18
19 20