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
+$7.87M
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
651
$1K ﹤0.01%
+10
652
$1K ﹤0.01%
+73
653
– –
0
654
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+213
655
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+34
656
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+42
657
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+2
658
$1K ﹤0.01%
+28
659
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+40
660
$1K ﹤0.01%
+15
661
$1K ﹤0.01%
+10
662
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+29
663
$1K ﹤0.01%
+90
664
$0 ﹤0.01%
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665
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666
$0 ﹤0.01%
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667
$0 ﹤0.01%
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668
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669
$0 ﹤0.01%
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670
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671
$0 ﹤0.01%
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672
$0 ﹤0.01%
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673
$0 ﹤0.01%
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674
$0 ﹤0.01%
+51
675
$0 ﹤0.01%
+12
25 26
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28 29