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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

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%
700
452
$11K 0.01%
636
+1
453
$11K 0.01%
280
454
$11K 0.01%
136
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455
$11K 0.01%
564
+50
456
$11K 0.01%
398
457
$11K 0.01%
400
458
$11K 0.01%
+35
459
$11K 0.01%
238
460
$11K 0.01%
666
-241
461
$11K 0.01%
750
462
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174
+2
463
$11K 0.01%
+349
464
$11K 0.01%
477
465
$10K 0.01%
264
466
$10K 0.01%
500
467
$10K 0.01%
250
468
$10K 0.01%
57
469
$10K 0.01%
525
470
$10K 0.01%
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471
$10K 0.01%
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472
$10K 0.01%
730
+58
473
$9K 0.01%
200
-278
474
$9K 0.01%
440
475
$9K 0.01%
120
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