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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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$512K
4
NFLX icon
Netflix
NFLX
+$464K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$442K

Top Sells

1
+$470K
2
+$201K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.4K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
450
527
$5K ﹤0.01%
135
-451
528
$5K ﹤0.01%
208
529
$5K ﹤0.01%
+50
530
$5K ﹤0.01%
100
531
$5K ﹤0.01%
202
+80
532
$5K ﹤0.01%
59
+6
533
$5K ﹤0.01%
200
534
$5K ﹤0.01%
+100
535
$5K ﹤0.01%
150
536
$5K ﹤0.01%
233
537
$4K ﹤0.01%
100
538
$4K ﹤0.01%
175
539
$4K ﹤0.01%
169
+2
540
$4K ﹤0.01%
133
541
$4K ﹤0.01%
155
542
$4K ﹤0.01%
50
543
$4K ﹤0.01%
33
544
$4K ﹤0.01%
45
545
$4K ﹤0.01%
52
546
$4K ﹤0.01%
30
547
$4K ﹤0.01%
+75
548
$4K ﹤0.01%
116
549
$4K ﹤0.01%
500
550
$3K ﹤0.01%
34
20 21
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