We are live on ! Find out more
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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-201
427
– –
-857
428
– –
-710
429
– –
-976
430
– –
-100
431
– –
-180
432
– –
-414
433
– –
-569
434
– –
-50
435
– –
-1,027
436
– –
-536
437
– –
-4,124
438
– –
-9,399
439
– –
-325
440
– –
-189
441
– –
-250
442
– –
-120
443
– –
-161
444
– –
-1,098
445
– –
-64
446
– –
-18
447
– –
-323
448
– –
-2,856
449
– –
-451
450
– –
-83
16 17
18
19 20