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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-340
502
– –
-37
503
– –
-2,158
504
– –
-333
505
– –
-4,550
506
– –
-79
507
– –
-6
508
– –
-475
509
– –
-66
510
– –
-672
511
– –
-831
512
– –
-975
513
– –
-50
514
– –
-241
515
– –
-78
516
– –
-4
517
– –
-10
518
– –
-193
519
– –
-62
520
– –
-32
521
– –
-1,000
522
– –
-1,109
523
– –
-227
524
– –
-125
525
– –
-6
19 20
21
22 23