KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Return
20.69%
This Quarter Return
+7.52%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.83%
Holding
719
New
718
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Morningstar Growth ETF
ILCG
|
$7.87M |
| 2 |
Microsoft
MSFT
|
$7.6M |
| 3 |
Apple
AAPL
|
$6.72M |
| 4 |
Starbucks
SBUX
|
$5.62M |
| 5 |
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% |
