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
576
$2K ﹤0.01%
+20
577
$2K ﹤0.01%
+156
578
$2K ﹤0.01%
42
579
$2K ﹤0.01%
+7
580
$2K ﹤0.01%
50
581
$2K ﹤0.01%
78
+42
582
$2K ﹤0.01%
+154
583
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+125
584
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50
585
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+64
586
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88
587
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+46
588
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31
-106
589
$2K ﹤0.01%
150
590
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80
591
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52
592
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+127
593
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+100
594
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+100
595
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+48
596
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+30
597
$2K ﹤0.01%
+76
598
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500
599
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113
600
$2K ﹤0.01%
+60
22 23
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