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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
451
$11K 0.01%
66
452
$11K 0.01%
150
453
$11K 0.01%
1,000
454
$11K 0.01%
238
455
$11K 0.01%
666
-241
456
$11K 0.01%
750
457
$11K 0.01%
700
458
$11K 0.01%
280
459
$11K 0.01%
136
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460
$11K 0.01%
564
+50
461
$11K 0.01%
174
+2
462
$11K 0.01%
+349
463
$11K 0.01%
477
464
$11K 0.01%
+35
465
$10K 0.01%
+85
466
$10K 0.01%
730
+58
467
$10K 0.01%
264
468
$10K 0.01%
500
469
$10K 0.01%
250
470
$10K 0.01%
57
471
$10K 0.01%
525
472
$10K 0.01%
740
473
$9K 0.01%
200
-278
474
$9K 0.01%
440
475
$9K 0.01%
120
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19
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