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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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
$4K ﹤0.01%
+200
505
$4K ﹤0.01%
+167
506
$4K ﹤0.01%
+133
507
$4K ﹤0.01%
+155
508
$4K ﹤0.01%
+50
509
$4K ﹤0.01%
+33
510
$4K ﹤0.01%
+694
511
$4K ﹤0.01%
+233
512
$3K ﹤0.01%
+34
513
$3K ﹤0.01%
+64
514
$3K ﹤0.01%
+45
515
$3K ﹤0.01%
+100
516
$3K ﹤0.01%
+100
517
$3K ﹤0.01%
+100
518
$3K ﹤0.01%
+130
519
$3K ﹤0.01%
+57
520
$3K ﹤0.01%
+241
521
$3K ﹤0.01%
+2,000
522
$2K ﹤0.01%
+216
523
$2K ﹤0.01%
+50
524
$2K ﹤0.01%
+50
525
$2K ﹤0.01%
+60
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