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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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
451
$8K 0.01%
+343
452
$8K 0.01%
+55
453
$7K 0.01%
+125
454
$7K 0.01%
+25
455
$7K 0.01%
+246
456
$7K 0.01%
+303
457
$7K 0.01%
+110
458
$7K 0.01%
+150
459
$7K 0.01%
+53
460
$7K 0.01%
+400
461
$7K 0.01%
+300
462
$7K 0.01%
+72
463
$7K 0.01%
+44
464
$7K 0.01%
+215
465
$6K 0.01%
+28
466
$6K 0.01%
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467
$6K 0.01%
+150
468
$6K 0.01%
+195
469
$6K 0.01%
+60
470
$6K 0.01%
+200
471
$6K 0.01%
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472
$6K 0.01%
+75
473
$6K 0.01%
+50
474
$6K 0.01%
+175
475
$6K 0.01%
+130
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