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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
551
$5K ﹤0.01%
+53
552
$5K ﹤0.01%
+112
553
$5K ﹤0.01%
+82
554
$5K ﹤0.01%
+108
555
$5K ﹤0.01%
+153
556
$5K ﹤0.01%
+400
557
$5K ﹤0.01%
+46
558
$5K ﹤0.01%
+156
559
$5K ﹤0.01%
+105
560
$5K ﹤0.01%
+150
561
$5K ﹤0.01%
+100
562
$5K ﹤0.01%
+78
563
$5K ﹤0.01%
+450
564
$5K ﹤0.01%
+262
565
$5K ﹤0.01%
+63
566
$5K ﹤0.01%
+130
567
$5K ﹤0.01%
+133
568
$5K ﹤0.01%
+64
569
$5K ﹤0.01%
+105
570
$4K ﹤0.01%
+30
571
$4K ﹤0.01%
+35
572
$4K ﹤0.01%
+216
573
$4K ﹤0.01%
+200
574
$4K ﹤0.01%
+180
575
$4K ﹤0.01%
+100
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