KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $454M
1-Year Est. Return 26.45%
This Quarter Est. Return
1 Year Est. Return
+26.45%
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
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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
701
$0 ﹤0.01%
+40
702
$0 ﹤0.01%
+191
703
$0 ﹤0.01%
+53
704
$0 ﹤0.01%
+27
705
$0 ﹤0.01%
+200
706
$0 ﹤0.01%
+31
707
$0 ﹤0.01%
+7
708
$0 ﹤0.01%
+12
709
$0 ﹤0.01%
+38
710
$0 ﹤0.01%
+146
711
$0 ﹤0.01%
+270
712
$0 ﹤0.01%
+188
713
$0 ﹤0.01%
+2
714
$0 ﹤0.01%
+300
715
$0 ﹤0.01%
+60
716
$0 ﹤0.01%
+805
717
$0 ﹤0.01%
+64
718
$0 ﹤0.01%
+48
719
$0 ﹤0.01%
+15
720
$0 ﹤0.01%
+68
721
$0 ﹤0.01%
+226
722
$0 ﹤0.01%
+55
723
$0 ﹤0.01%
+3,541
724
$0 ﹤0.01%
+262
725
$0 ﹤0.01%
+145
26 27 28
29
30