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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
701
– –
-7
702
– –
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703
$0 ﹤0.01%
38
704
$0 ﹤0.01%
133
705
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2
706
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60
707
$0 ﹤0.01%
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708
$0 ﹤0.01%
226
709
$0 ﹤0.01%
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710
$0 ﹤0.01%
3,541
711
$0 ﹤0.01%
262
712
$0 ﹤0.01%
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48
714
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719
$0 ﹤0.01%
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721
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722
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723
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724
– –
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200
27 28
29
30 31