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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
651
$1K ﹤0.01%
+15
652
$1K ﹤0.01%
+28
653
$1K ﹤0.01%
+215
654
$1K ﹤0.01%
+100
655
$1K ﹤0.01%
+10
656
$1K ﹤0.01%
+73
657
– –
0
658
$1K ﹤0.01%
+213
659
$1K ﹤0.01%
+34
660
$1K ﹤0.01%
+42
661
$1K ﹤0.01%
+2
662
$1K ﹤0.01%
+10
663
$1K ﹤0.01%
+29
664
$0 ﹤0.01%
+430
665
$0 ﹤0.01%
+340
666
$0 ﹤0.01%
+24
667
$0 ﹤0.01%
+40
668
$0 ﹤0.01%
+50
669
$0 ﹤0.01%
+15
670
$0 ﹤0.01%
+68
671
$0 ﹤0.01%
+1
672
$0 ﹤0.01%
+34
673
$0 ﹤0.01%
+1,000
674
$0 ﹤0.01%
+6
675
$0 ﹤0.01%
+1,066
25 26
27
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