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

Top Buys

1
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
526
$2K ﹤0.01%
+50
527
$2K ﹤0.01%
+50
528
$2K ﹤0.01%
+1,250
529
$2K ﹤0.01%
+88
530
$2K ﹤0.01%
+50
531
$2K ﹤0.01%
+60
532
$2K ﹤0.01%
+125
533
$2K ﹤0.01%
+119
534
$2K ﹤0.01%
+50
535
$2K ﹤0.01%
+350
536
$2K ﹤0.01%
+42
537
$2K ﹤0.01%
+24
538
$2K ﹤0.01%
+50
539
$2K ﹤0.01%
+113
540
$2K ﹤0.01%
+41
541
$1K ﹤0.01%
+58
542
$1K ﹤0.01%
+400
543
$1K ﹤0.01%
+40
544
$1K ﹤0.01%
+50
545
$1K ﹤0.01%
+10
546
$1K ﹤0.01%
+110
547
$1K ﹤0.01%
+15
548
$1K ﹤0.01%
+107
549
$1K ﹤0.01%
+45
550
$1K ﹤0.01%
+48
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