KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$7.67M
2
+$7.29M
3
+$6.64M
4
SBUX icon
Starbucks
SBUX
+$5.54M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.66M

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
626
$2K ﹤0.01%
+36
627
$2K ﹤0.01%
+110
628
$2K ﹤0.01%
+125
629
$2K ﹤0.01%
+125
630
$2K ﹤0.01%
+73
631
$2K ﹤0.01%
+24
632
$2K ﹤0.01%
+83
633
$2K ﹤0.01%
+50
634
$2K ﹤0.01%
+168
635
$2K ﹤0.01%
+111
636
$2K ﹤0.01%
+256
637
$2K ﹤0.01%
+80
638
$2K ﹤0.01%
+52
639
$2K ﹤0.01%
+16
640
$2K ﹤0.01%
+88
641
$2K ﹤0.01%
+40
642
$2K ﹤0.01%
+96
643
$2K ﹤0.01%
+150
644
$2K ﹤0.01%
+40
645
$1K ﹤0.01%
+25
646
$1K ﹤0.01%
+10
647
$1K ﹤0.01%
+55
648
$1K ﹤0.01%
+40
649
$1K ﹤0.01%
+15
650
$1K ﹤0.01%
+10
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