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

Top Buys

1
+$505K
2
+$312K
3
+$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
651
$0 ﹤0.01%
+82
652
$0 ﹤0.01%
+516
653
$0 ﹤0.01%
+850
654
$0 ﹤0.01%
+8
655
$0 ﹤0.01%
+9
656
$0 ﹤0.01%
+11
657
$0 ﹤0.01%
+600
658
$0 ﹤0.01%
+105
659
$0 ﹤0.01%
+120
660
$0 ﹤0.01%
+27
661
$0 ﹤0.01%
+64
662
$0 ﹤0.01%
+51
663
$0 ﹤0.01%
+289
664
$0 ﹤0.01%
+68
665
$0 ﹤0.01%
+48
666
$0 ﹤0.01%
+816
667
$0 ﹤0.01%
+14
668
$0 ﹤0.01%
+30
669
$0 ﹤0.01%
+32
670
$0 ﹤0.01%
+129
671
$0 ﹤0.01%
+57
672
$0 ﹤0.01%
+7
673
$0 ﹤0.01%
+841
674
$0 ﹤0.01%
+206
675
$0 ﹤0.01%
+340
25 26
27
28 29