KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
551
$1K ﹤0.01%
+107
552
$1K ﹤0.01%
+45
553
$1K ﹤0.01%
+48
554
$1K ﹤0.01%
+38
555
$1K ﹤0.01%
+74
556
$1K ﹤0.01%
+110
557
$1K ﹤0.01%
+100
558
$1K ﹤0.01%
+54
559
– –
0
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$0 ﹤0.01%
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+270
566
$0 ﹤0.01%
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567
$0 ﹤0.01%
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568
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569
$0 ﹤0.01%
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570
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$0 ﹤0.01%
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572
$0 ﹤0.01%
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574
$0 ﹤0.01%
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575
$0 ﹤0.01%
+4
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