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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

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
51
$385K 0.35%
+7,412
52
$362K 0.33%
+4,334
53
$353K 0.32%
+7,874
54
$334K 0.3%
+8,690
55
$334K 0.3%
+7,099
56
$332K 0.3%
+2,479
57
$329K 0.3%
+17,150
58
$326K 0.29%
+5,376
59
$316K 0.28%
+1,178
60
$305K 0.27%
+4,982
61
$299K 0.27%
+5,589
62
$296K 0.27%
+2,455
63
$285K 0.26%
+1,654
64
$278K 0.25%
+5,071
65
$277K 0.25%
+9,960
66
$265K 0.24%
+18,554
67
$254K 0.23%
+3,000
68
$254K 0.23%
+25,000
69
$248K 0.22%
+3,535
70
$237K 0.21%
+1,501
71
$237K 0.21%
+6,732
72
$234K 0.21%
+1,547
73
$234K 0.21%
+1,710
74
$226K 0.2%
+1,193
75
$225K 0.2%
+4,943
1 2
3
4 5