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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.42%
2,288
52
$386K 0.42%
11,478
+102
53
$377K 0.41%
7,312
-100
54
$372K 0.4%
4,510
55
$353K 0.38%
7,978
+104
56
$347K 0.38%
3,164
+1,372
57
$322K 0.35%
8,560
-130
58
$312K 0.34%
2,327
-152
59
$307K 0.33%
9,167
+6,971
60
$302K 0.33%
4,788
-194
61
$300K 0.33%
5,075
+4
62
$283K 0.31%
5,405
+29
63
$281K 0.3%
5,575
-14
64
$279K 0.3%
1,597
+50
65
$270K 0.29%
7,741
+1,009
66
$260K 0.28%
2,369
-86
67
$256K 0.28%
1,893
+183
68
$248K 0.27%
18,554
69
$247K 0.27%
8,962
-998
70
$246K 0.27%
3,535
71
$242K 0.26%
3,756
-578
72
$241K 0.26%
4,943
73
$221K 0.24%
1,889
+47
74
$220K 0.24%
7,350
75
$212K 0.23%
1,190
-3
1 2
3
4 5