KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
501
$4K ﹤0.01%
+200
502
$4K ﹤0.01%
+100
503
$4K ﹤0.01%
+415
504
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+200
505
$4K ﹤0.01%
+167
506
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+133
507
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+155
508
$4K ﹤0.01%
+50
509
$4K ﹤0.01%
+694
510
$4K ﹤0.01%
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511
$4K ﹤0.01%
+33
512
$3K ﹤0.01%
+241
513
$3K ﹤0.01%
+34
514
$3K ﹤0.01%
+64
515
$3K ﹤0.01%
+45
516
$3K ﹤0.01%
+100
517
$3K ﹤0.01%
+100
518
$3K ﹤0.01%
+130
519
$3K ﹤0.01%
+100
520
$3K ﹤0.01%
+114
521
$3K ﹤0.01%
+2,000
522
$2K ﹤0.01%
+150
523
$2K ﹤0.01%
+52
524
$2K ﹤0.01%
+50
525
$2K ﹤0.01%
+50
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