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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$7.67M
2
+$7.29M
3
+$6.64M
4
SBUX icon
Starbucks
SBUX
+$5.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.66M

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
$6K 0.01%
+260
530
$6K 0.01%
+50
531
$6K 0.01%
+377
532
$6K 0.01%
+100
533
$6K 0.01%
+195
534
$6K 0.01%
+60
535
$6K 0.01%
+120
536
$5K ﹤0.01%
+72
537
$5K ﹤0.01%
+50
538
$5K ﹤0.01%
+129
539
$5K ﹤0.01%
+57
540
$5K ﹤0.01%
+103
541
$5K ﹤0.01%
+50
542
$5K ﹤0.01%
+38
543
$5K ﹤0.01%
+33
544
$5K ﹤0.01%
+208
545
$5K ﹤0.01%
+44
546
$5K ﹤0.01%
+104
547
$5K ﹤0.01%
+290
548
$5K ﹤0.01%
+108
549
$5K ﹤0.01%
+79
550
$5K ﹤0.01%
+125
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