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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$1.05M
2
+$748K
3
+$512K
4
NFLX icon
Netflix
NFLX
+$464K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$442K

Top Sells

1
+$470K
2
+$201K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.4K

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
576
$2K ﹤0.01%
+100
577
$2K ﹤0.01%
50
578
$2K ﹤0.01%
+83
579
$2K ﹤0.01%
110
580
$2K ﹤0.01%
+20
581
$2K ﹤0.01%
+156
582
$2K ﹤0.01%
42
583
$2K ﹤0.01%
+7
584
$2K ﹤0.01%
50
585
$2K ﹤0.01%
+100
586
$2K ﹤0.01%
500
587
$2K ﹤0.01%
113
588
$2K ﹤0.01%
+60
589
$2K ﹤0.01%
41
590
$2K ﹤0.01%
78
+42
591
$2K ﹤0.01%
+154
592
$2K ﹤0.01%
+125
593
$2K ﹤0.01%
50
594
$2K ﹤0.01%
+64
595
$2K ﹤0.01%
88
596
$2K ﹤0.01%
+46
597
$2K ﹤0.01%
31
-106
598
$2K ﹤0.01%
60
599
$2K ﹤0.01%
+48
600
$2K ﹤0.01%
+30
22 23
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