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
26
$858K 0.77%
+21,427
27
$834K 0.75%
+7,845
28
$790K 0.71%
+15,100
29
$766K 0.69%
+17,652
30
$722K 0.65%
+4,196
31
$708K 0.64%
+6,593
32
$707K 0.64%
+8,601
33
$703K 0.63%
+9,734
34
$689K 0.62%
+6,761
35
$679K 0.61%
+5,664
36
$672K 0.6%
+2,521
37
$666K 0.6%
+17,411
38
$664K 0.6%
+22,517
39
$577K 0.52%
+9,612
40
$564K 0.51%
+5,287
41
$564K 0.51%
+12,289
42
$547K 0.49%
+6,548
43
$498K 0.45%
+32,303
44
$484K 0.44%
+7,751
45
$472K 0.42%
+5,000
46
$464K 0.42%
+95,920
47
$410K 0.37%
+7,230
48
$398K 0.36%
+2,288
49
$390K 0.35%
+11,376
50
$386K 0.35%
+4,510
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