KJWM
Kiley Juergens Wealth Management Portfolio holdings
AUM
$433M
1-Year Return
20.69%
This Quarter Return
+8.57%
1 Year Return
+20.69%
3 Year Return
+99.58%
5 Year Return
+155.25%
10 Year Return
–
AUM
$134M
AUM Growth
+$21.9M
(+20%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
9.64%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
800
New
65
Increased
183
Reduced
50
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$1.14M |
| 2 |
Microsoft
MSFT
|
$789K |
| 3 |
Netflix
NFLX
|
$478K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$461K |
| 5 |
Lam Research
LRCX
|
$454K |
Top Sells
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Consumer Discretionary | 11.06% |
| 3 | Financials | 10.68% |
| 4 | Communication Services | 8.21% |
| 5 | Industrials | 7.66% |
