We are live on ! Find out more
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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

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
476
– –
-2,000
477
– –
-1,000
478
– –
-33,030
479
– –
-7,559
480
– –
-300
481
– –
-68
482
– –
-226
483
– –
-11,575
484
– –
-382
485
– –
-287
486
– –
-20
487
– –
-591
488
– –
-200
489
– –
-700
490
– –
-2,747
491
– –
-125
492
– –
-145
493
– –
-48
494
– –
-2,300
495
– –
-180
496
– –
-312
497
– –
-1,096
498
– –
-175
499
– –
-1,066
500
– –
-100
18 19
20
21 22