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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

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%
+105
555
$5K ﹤0.01%
+150
556
$5K ﹤0.01%
+100
557
$5K ﹤0.01%
+72
558
$5K ﹤0.01%
+50
559
$5K ﹤0.01%
+129
560
$5K ﹤0.01%
+57
561
$5K ﹤0.01%
+208
562
$5K ﹤0.01%
+108
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$5K ﹤0.01%
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565
$5K ﹤0.01%
+130
566
$5K ﹤0.01%
+44
567
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+104
568
$5K ﹤0.01%
+290
569
$5K ﹤0.01%
+108
570
$4K ﹤0.01%
+52
571
$4K ﹤0.01%
+87
572
$4K ﹤0.01%
+180
573
$4K ﹤0.01%
+104
574
$4K ﹤0.01%
+100
575
$4K ﹤0.01%
+11
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