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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
476
$6K 0.01%
+100
477
$6K 0.01%
+139
478
$6K 0.01%
+100
479
$6K 0.01%
+100
480
$6K 0.01%
+260
481
$6K 0.01%
+112
482
$6K 0.01%
+50
483
$5K ﹤0.01%
+74
484
$5K ﹤0.01%
+500
485
$5K ﹤0.01%
+100
486
$5K ﹤0.01%
+150
487
$5K ﹤0.01%
+450
488
$5K ﹤0.01%
+80
489
$5K ﹤0.01%
+208
490
$5K ﹤0.01%
+200
491
$5K ﹤0.01%
+100
492
$5K ﹤0.01%
+250
493
$5K ﹤0.01%
+125
494
$5K ﹤0.01%
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495
$4K ﹤0.01%
+200
496
$4K ﹤0.01%
+100
497
$4K ﹤0.01%
+133
498
$4K ﹤0.01%
+155
499
$4K ﹤0.01%
+50
500
$4K ﹤0.01%
+233
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