We are live on ! Find out more
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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$280K
3
+$259K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$215K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

Top Sells

1
+$606K
2
+$316K
3
+$262K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-762
677
– –
-907
678
– –
-600
679
– –
-68
680
– –
-226
681
– –
-700
682
– –
-48
683
– –
-300
684
– –
-1,066
685
– –
-100
686
– –
-600
687
– –
-300
688
– –
-1,975
689
– –
-150
690
– –
-362
691
– –
-100
692
– –
-4,248
693
– –
-702
694
– –
-865
695
– –
-140
696
– –
-1,200
697
– –
-119
698
– –
-139
699
– –
-11
700
– –
-29
25 26 27
28
29