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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-1,192
527
– –
-550
528
– –
-174
529
– –
-1,363
530
– –
-396
531
– –
-6,389
532
– –
-1,467
533
– –
-5,367
534
– –
-666
535
– –
-162
536
– –
-1,330
537
– –
-117
538
– –
-100
539
– –
-1,402
540
– –
-48
541
– –
-54
542
– –
-130
543
– –
-138
544
– –
-683
545
– –
-532
546
– –
-1,345
547
– –
-133
548
– –
-500
549
– –
-277
550
– –
-768
20 21
22
23 24