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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

Sector Composition

1 Technology 18.11%
2 Financials 11.02%
3 Consumer Discretionary 10.74%
4 Communication Services 8.44%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
+51
627
$0 ﹤0.01%
+300
628
$0 ﹤0.01%
+70
629
$0 ﹤0.01%
+98
630
$0 ﹤0.01%
+195
631
$0 ﹤0.01%
+133
632
$0 ﹤0.01%
+33
633
$0 ﹤0.01%
+48
634
$0 ﹤0.01%
+180
635
$0 ﹤0.01%
+48
636
$0 ﹤0.01%
+1,066
637
$0 ﹤0.01%
+22
638
$0 ﹤0.01%
+30
639
$0 ﹤0.01%
+95
640
$0 ﹤0.01%
+200
641
$0 ﹤0.01%
+875
642
$0 ﹤0.01%
+115
643
$0 ﹤0.01%
+100
644
$0 ﹤0.01%
+25
645
$0 ﹤0.01%
+1
646
$0 ﹤0.01%
+10
647
$0 ﹤0.01%
+45
648
$0 ﹤0.01%
+333
649
$0 ﹤0.01%
+36
650
$0 ﹤0.01%
+42
24 25
26
27 28