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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$813K 0.88%
18,431
-12,808
27
$797K 0.86%
7,942
+1,349
28
$768K 0.83%
14,900
-200
29
$748K 0.81%
8,626
+25
30
$740K 0.8%
17,652
31
$736K 0.8%
17,163
-248
32
$715K 0.78%
20,946
-481
33
$704K 0.76%
2,677
+156
34
$692K 0.75%
6,853
+92
35
$682K 0.74%
12,070
+4,840
36
$672K 0.73%
22,428
-89
37
$663K 0.72%
9,841
+107
38
$637K 0.69%
4,079
-117
39
$611K 0.66%
13,011
+722
40
$574K 0.62%
5,266
-398
41
$573K 0.62%
99,040
+3,120
42
$564K 0.61%
19,100
+1,950
43
$553K 0.6%
11,474
+4,375
44
$535K 0.58%
5,016
-271
45
$517K 0.56%
9,612
46
$508K 0.55%
7,652
-99
47
$468K 0.51%
32,303
48
$456K 0.49%
5,000
49
$454K 0.49%
6,091
-457
50
$422K 0.46%
2,303
+649
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