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

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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%
+125
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%
+150
532
$2K ﹤0.01%
+52
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%
+55
545
$1K ﹤0.01%
+80
546
$1K ﹤0.01%
+50
547
$1K ﹤0.01%
+10
548
$1K ﹤0.01%
+110
549
$1K ﹤0.01%
+15
550
$1K ﹤0.01%
+107
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