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
$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
701
$0 ﹤0.01%
+6
702
$0 ﹤0.01%
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703
$0 ﹤0.01%
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704
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705
$0 ﹤0.01%
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706
$0 ﹤0.01%
+34
707
$0 ﹤0.01%
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708
$0 ﹤0.01%
+165
709
$0 ﹤0.01%
+22
710
$0 ﹤0.01%
+1
711
$0 ﹤0.01%
+50
712
$0 ﹤0.01%
+1,000
713
$0 ﹤0.01%
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714
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715
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716
$0 ﹤0.01%
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717
$0 ﹤0.01%
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718
$0 ﹤0.01%
+516
719
$0 ﹤0.01%
+850
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