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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$647K 0.91%
11,289
+2,162
27
$646K 0.9%
17,825
28
$590K 0.83%
23,951
+690
29
$538K 0.75%
22,611
+7,954
30
$518K 0.73%
11,242
+295
31
$458K 0.64%
11,751
-85
32
$451K 0.63%
11,851
-268
33
$433K 0.61%
11,683
-500
34
$432K 0.6%
11,758
+869
35
$414K 0.58%
18,967
+2,539
36
$282K 0.39%
11,207
+425
37
$261K 0.37%
18,703
38
$236K 0.33%
18,554
39
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40
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42
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43
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47
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48
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49
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50
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