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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-8,184
702
– –
-159
703
– –
-514
704
– –
-245
705
– –
-48
706
– –
-8,645
707
– –
-60
708
– –
-380
709
– –
-246
710
– –
-458
711
– –
-1,019
712
– –
-14
713
– –
-200
714
– –
-1,192
715
– –
-550
716
– –
-160
717
– –
-1,333
718
– –
-30
719
– –
-2,600
720
– –
-500
721
– –
-32
722
– –
-1,040
723
– –
-129
724
– –
-1,752
725
– –
-147
27 28
29
30 31