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

Top Buys

1
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

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
551
$3K ﹤0.01%
81
+31
552
$3K ﹤0.01%
200
553
$3K ﹤0.01%
+74
554
$3K ﹤0.01%
34
555
$3K ﹤0.01%
51
+1
556
$3K ﹤0.01%
216
557
$3K ﹤0.01%
100
558
$3K ﹤0.01%
50
559
$3K ﹤0.01%
+11
560
$3K ﹤0.01%
218
+200
561
$3K ﹤0.01%
+75
562
$3K ﹤0.01%
200
563
$3K ﹤0.01%
130
564
$3K ﹤0.01%
+260
565
$3K ﹤0.01%
100
566
$3K ﹤0.01%
125
567
$3K ﹤0.01%
+7
568
$3K ﹤0.01%
241
569
$3K ﹤0.01%
694
570
$3K ﹤0.01%
2,000
571
$3K ﹤0.01%
1,250
572
$2K ﹤0.01%
50
573
$2K ﹤0.01%
+83
574
$2K ﹤0.01%
60
575
$2K ﹤0.01%
110
21 22
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