KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

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
$0 ﹤0.01%
40
-40
702
$0 ﹤0.01%
161
703
$0 ﹤0.01%
64
704
– –
-51
705
$0 ﹤0.01%
70
706
$0 ﹤0.01%
98
707
$0 ﹤0.01%
195
708
$0 ﹤0.01%
133
709
$0 ﹤0.01%
33
710
$0 ﹤0.01%
188
711
$0 ﹤0.01%
2
712
$0 ﹤0.01%
60
713
$0 ﹤0.01%
48
714
$0 ﹤0.01%
15
715
$0 ﹤0.01%
68
716
$0 ﹤0.01%
226
717
$0 ﹤0.01%
55
718
$0 ﹤0.01%
3,541
719
$0 ﹤0.01%
262
720
$0 ﹤0.01%
145
721
$0 ﹤0.01%
48
722
$0 ﹤0.01%
180
723
$0 ﹤0.01%
48
724
$0 ﹤0.01%
1,066
725
$0 ﹤0.01%
927
27 28
29
30 31