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
26
$961K 0.72%
8,687
+475
27
$954K 0.71%
26,964
+2,453
28
$951K 0.71%
5,401
+79
29
$944K 0.7%
8,532
+1,329
30
$940K 0.7%
15,760
+300
31
$934K 0.7%
5,685
-230
32
$865K 0.65%
123,240
+11,200
33
$832K 0.62%
8,645
+19
34
$802K 0.6%
2,760
+22
35
$790K 0.59%
14,636
+1,248
36
$756K 0.56%
18,089
+6,101
37
$754K 0.56%
10,957
+2,804
38
$717K 0.54%
4,286
+206
39
$691K 0.52%
17,825
-77
40
$691K 0.52%
9,127
-699
41
$685K 0.51%
23,261
+830
42
$670K 0.5%
5,496
-40
43
$654K 0.49%
3,973
+1,470
44
$640K 0.48%
7,559
-94
45
$632K 0.47%
11,652
+2,039
46
$609K 0.45%
5,405
+824
47
$605K 0.45%
5,420
-160
48
$598K 0.45%
7,042
+848
49
$577K 0.43%
2,787
+499
50
$575K 0.43%
10,947
+5,541
1
2
3 4 5