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
626
$2K ﹤0.01%
+96
627
$2K ﹤0.01%
+150
628
$2K ﹤0.01%
+80
629
$2K ﹤0.01%
+24
630
$2K ﹤0.01%
+83
631
$2K ﹤0.01%
+50
632
$2K ﹤0.01%
+168
633
$2K ﹤0.01%
+111
634
$2K ﹤0.01%
+16
635
$2K ﹤0.01%
+40
636
$2K ﹤0.01%
+52
637
$2K ﹤0.01%
+40
638
$2K ﹤0.01%
+60
639
$2K ﹤0.01%
+36
640
$2K ﹤0.01%
+110
641
$2K ﹤0.01%
+125
642
$2K ﹤0.01%
+256
643
$2K ﹤0.01%
+125
644
$2K ﹤0.01%
+73
645
$1K ﹤0.01%
+10
646
– –
0
647
$1K ﹤0.01%
+213
648
$1K ﹤0.01%
+34
649
$1K ﹤0.01%
+42
650
$1K ﹤0.01%
+73
24 25
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