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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-714
577
– –
-766
578
– –
-149
579
– –
-122
580
– –
-850
581
– –
-215
582
– –
-143
583
– –
-130
584
– –
-51
585
– –
-1,090
586
– –
-245
587
– –
-3,213
588
– –
-68
589
– –
-3,629
590
– –
-8,645
591
– –
-60
592
– –
-380
593
– –
-246
594
– –
-458
595
– –
-1,019
596
– –
-816
597
– –
-1,706
598
– –
-147
599
– –
-57
600
– –
-3,524
22 23
24
25 26