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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$512K
4
NFLX icon
Netflix
NFLX
+$464K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$442K

Top Sells

1
+$470K
2
+$201K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.4K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
98
652
$0 ﹤0.01%
195
653
$0 ﹤0.01%
805
654
$0 ﹤0.01%
64
655
$0 ﹤0.01%
154
656
$0 ﹤0.01%
10
657
$0 ﹤0.01%
60
658
$0 ﹤0.01%
68
659
$0 ﹤0.01%
766
660
$0 ﹤0.01%
1
661
$0 ﹤0.01%
288
662
$0 ﹤0.01%
89
663
$0 ﹤0.01%
348
664
$0 ﹤0.01%
669
665
$0 ﹤0.01%
5
666
$0 ﹤0.01%
116
667
$0 ﹤0.01%
177
668
$0 ﹤0.01%
4
669
$0 ﹤0.01%
120
670
$0 ﹤0.01%
2
671
$0 ﹤0.01%
428
672
$0 ﹤0.01%
13
673
– –
-50
674
$0 ﹤0.01%
82
675
$0 ﹤0.01%
516
25 26
27
28 29