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
$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%
+10
653
$1K ﹤0.01%
+29
654
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+215
655
$1K ﹤0.01%
+90
656
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+114
657
$1K ﹤0.01%
+100
658
$1K ﹤0.01%
+10
659
$1K ﹤0.01%
+73
660
$1K ﹤0.01%
+213
661
$1K ﹤0.01%
+34
662
$1K ﹤0.01%
+42
663
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+2
664
$0 ﹤0.01%
+3
665
$0 ﹤0.01%
+500
666
$0 ﹤0.01%
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667
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668
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669
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670
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671
$0 ﹤0.01%
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672
$0 ﹤0.01%
+30
673
$0 ﹤0.01%
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674
$0 ﹤0.01%
+2
675
$0 ﹤0.01%
+1
25 26
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