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
451
$11K 0.01%
+5,300
452
$11K 0.01%
+175
453
$11K 0.01%
+1,435
454
$11K 0.01%
+752
455
$10K 0.01%
+194
456
$10K 0.01%
+154
457
$10K 0.01%
+172
458
$10K 0.01%
+1,000
459
$10K 0.01%
+209
460
$10K 0.01%
+500
461
$10K 0.01%
+122
462
$10K 0.01%
+209
463
$10K 0.01%
+570
464
$10K 0.01%
+251
465
$10K 0.01%
+279
466
$10K 0.01%
+125
467
$9K 0.01%
+177
468
$9K 0.01%
+57
469
$9K 0.01%
+107
470
$9K 0.01%
+300
471
$9K 0.01%
+95
472
$9K 0.01%
+196
473
$9K 0.01%
+672
474
$9K 0.01%
+78
475
$9K 0.01%
+150
17 18
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