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
426
$11K 0.01%
+172
427
$11K 0.01%
+133
428
$11K 0.01%
+213
429
$10K 0.01%
+122
430
$10K 0.01%
+500
431
$10K 0.01%
+525
432
$10K 0.01%
+279
433
$10K 0.01%
+209
434
$10K 0.01%
+264
435
$9K 0.01%
+440
436
$9K 0.01%
+120
437
$9K 0.01%
+250
438
$9K 0.01%
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439
$9K 0.01%
+125
440
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441
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442
$9K 0.01%
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443
$8K 0.01%
+740
444
$8K 0.01%
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445
$8K 0.01%
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446
$8K 0.01%
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447
$8K 0.01%
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448
$8K 0.01%
+110
449
$8K 0.01%
+137
450
$8K 0.01%
+2,441