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

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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
26
$862K 0.77%
15,460
+560
27
$852K 0.76%
8,212
+271
28
$804K 0.72%
24,511
+3,565
29
$792K 0.71%
20,250
+1,150
30
$760K 0.68%
17,665
+502
31
$754K 0.67%
8,626
32
$746K 0.67%
9,826
-15
33
$742K 0.66%
2,738
+61
34
$732K 0.65%
17,902
+250
35
$732K 0.65%
7,203
+350
36
$724K 0.65%
13,388
+1,318
37
$663K 0.59%
112,040
+13,000
38
$639K 0.57%
4,080
+1
39
$632K 0.56%
22,431
+3
40
$609K 0.54%
7,653
+1
41
$607K 0.54%
5,580
+314
42
$607K 0.54%
5,536
+520
43
$535K 0.48%
9,613
+1
44
$531K 0.47%
12,594
-417
45
$512K 0.46%
6,194
+103
46
$492K 0.44%
+8,153
47
$491K 0.44%
11,336
-138
48
$491K 0.44%
5,305
+305
49
$477K 0.43%
4,581
+1,417
50
$471K 0.42%
32,303
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