KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
601
$2K ﹤0.01%
80
602
$2K ﹤0.01%
113
603
$2K ﹤0.01%
+200
604
$1K ﹤0.01%
58
605
$1K ﹤0.01%
51
606
$1K ﹤0.01%
55
607
$1K ﹤0.01%
18
608
$1K ﹤0.01%
50
609
$1K ﹤0.01%
10
610
$1K ﹤0.01%
15
611
$1K ﹤0.01%
125
612
$1K ﹤0.01%
107
613
$1K ﹤0.01%
45
614
$1K ﹤0.01%
48
615
$1K ﹤0.01%
38
616
$1K ﹤0.01%
74
617
$1K ﹤0.01%
110
618
$1K ﹤0.01%
100
619
$1K ﹤0.01%
54
620
$1K ﹤0.01%
30
621
$1K ﹤0.01%
10
622
$1K ﹤0.01%
42
623
$1K ﹤0.01%
2
624
$1K ﹤0.01%
34
625
$0 ﹤0.01%
312
23 24
25
26 27