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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$512K
4
NFLX icon
Netflix
NFLX
+$464K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$442K

Top Sells

1
+$470K
2
+$201K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.4K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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1,000
427
$14K 0.01%
102
428
$14K 0.01%
267
429
$14K 0.01%
100
-192
430
$14K 0.01%
289
431
$14K 0.01%
176
432
$14K 0.01%
561
433
$14K 0.01%
150
434
$13K 0.01%
282
435
$13K 0.01%
100
436
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138
+5
437
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438
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439
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233
441
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442
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443
$12K 0.01%
107
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444
$12K 0.01%
260
445
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213
446
$11K 0.01%
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447
$11K 0.01%
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448
$11K 0.01%
398
449
$11K 0.01%
400
450
$11K 0.01%
636
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