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

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

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
526
$6K 0.01%
+100
527
$6K 0.01%
+139
528
$6K 0.01%
+75
529
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+28
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+150
531
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532
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533
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534
$6K 0.01%
+50
535
$6K 0.01%
+377
536
$5K ﹤0.01%
+125
537
$5K ﹤0.01%
+53
538
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539
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540
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541
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542
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543
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544
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545
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546
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+57
547
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+78
548
$5K ﹤0.01%
+450
549
$5K ﹤0.01%
+103
550
$5K ﹤0.01%
+50
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