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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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$7.29M
3
+$6.64M
4
SBUX icon
Starbucks
SBUX
+$5.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.48%
2 Financials 10.75%
3 Consumer Discretionary 9.94%
4 Industrials 7.8%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7K 0.01%
+400
502
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+100
503
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504
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505
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+68
506
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+669
507
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508
$7K 0.01%
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509
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+246
510
$7K 0.01%
+299
511
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512
$7K 0.01%
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513
$7K 0.01%
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514
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515
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516
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517
$7K 0.01%
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518
$6K 0.01%
+27
519
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+300
520
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+112
521
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522
$6K 0.01%
+100
523
$6K 0.01%
+139
524
$6K 0.01%
+75
525
$6K 0.01%
+28
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