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
576
$4K ﹤0.01%
+88
577
$4K ﹤0.01%
+74
578
$4K ﹤0.01%
+52
579
$4K ﹤0.01%
+54
580
$4K ﹤0.01%
+37
581
$4K ﹤0.01%
+135
582
$4K ﹤0.01%
+32
583
$4K ﹤0.01%
+35
584
$4K ﹤0.01%
+289
585
$4K ﹤0.01%
+20
586
$4K ﹤0.01%
+159
587
$4K ﹤0.01%
+60
588
$4K ﹤0.01%
+48
589
$4K ﹤0.01%
+30
590
$4K ﹤0.01%
+35
591
$4K ﹤0.01%
+216
592
$4K ﹤0.01%
+500
593
$4K ﹤0.01%
+100
594
$4K ﹤0.01%
+37
595
$4K ﹤0.01%
+45
596
$4K ﹤0.01%
+51
597
$4K ﹤0.01%
+133
598
$4K ﹤0.01%
+200
599
$4K ﹤0.01%
+200
600
$4K ﹤0.01%
+100
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