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
601
$4K ﹤0.01%
+66
602
$4K ﹤0.01%
+50
603
$4K ﹤0.01%
+241
604
$4K ﹤0.01%
+1,000
605
$4K ﹤0.01%
+2,000
606
$3K ﹤0.01%
+122
607
$3K ﹤0.01%
+336
608
$3K ﹤0.01%
+34
609
$3K ﹤0.01%
+600
610
$3K ﹤0.01%
+64
611
$3K ﹤0.01%
+116
612
$3K ﹤0.01%
+25
613
$3K ﹤0.01%
+60
614
$3K ﹤0.01%
+70
615
$3K ﹤0.01%
+119
616
$3K ﹤0.01%
+350
617
$3K ﹤0.01%
+130
618
$3K ﹤0.01%
+22
619
$3K ﹤0.01%
+100
620
$3K ﹤0.01%
+84
621
$3K ﹤0.01%
+1,250
622
$3K ﹤0.01%
+805
623
$3K ﹤0.01%
+64
624
$3K ﹤0.01%
+48
625
$2K ﹤0.01%
+88
23 24
25
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