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
$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
576
$4K ﹤0.01%
+180
577
$4K ﹤0.01%
+100
578
$4K ﹤0.01%
+11
579
$4K ﹤0.01%
+200
580
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+100
581
$4K ﹤0.01%
+37
582
$4K ﹤0.01%
+52
583
$4K ﹤0.01%
+87
584
$4K ﹤0.01%
+35
585
$4K ﹤0.01%
+289
586
$4K ﹤0.01%
+20
587
$4K ﹤0.01%
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588
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+60
589
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+48
590
$4K ﹤0.01%
+30
591
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+35
592
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593
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+500
594
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+100
595
$4K ﹤0.01%
+133
596
$4K ﹤0.01%
+88
597
$4K ﹤0.01%
+37
598
$4K ﹤0.01%
+66
599
$4K ﹤0.01%
+50
600
$4K ﹤0.01%
+241
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