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
$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%
+150
527
$6K 0.01%
+100
528
$6K 0.01%
+125
529
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530
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+100
531
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+195
532
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+60
533
$6K 0.01%
+120
534
$6K 0.01%
+50
535
$6K 0.01%
+377
536
$5K ﹤0.01%
+79
537
$5K ﹤0.01%
+78
538
$5K ﹤0.01%
+450
539
$5K ﹤0.01%
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540
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+50
541
$5K ﹤0.01%
+38
542
$5K ﹤0.01%
+33
543
$5K ﹤0.01%
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544
$5K ﹤0.01%
+105
545
$5K ﹤0.01%
+153
546
$5K ﹤0.01%
+133
547
$5K ﹤0.01%
+400
548
$5K ﹤0.01%
+46
549
$5K ﹤0.01%
+156
550
$5K ﹤0.01%
+125
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