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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

Sector Composition

1 Technology 18.11%
2 Financials 11.02%
3 Consumer Discretionary 10.74%
4 Communication Services 8.44%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.41%
2,503
+200
52
$429K 0.38%
10,001
+2,023
53
$422K 0.38%
2,288
54
$412K 0.37%
11,988
+510
55
$389K 0.35%
7,348
+36
56
$383K 0.34%
8,924
+364
57
$374K 0.33%
4,510
58
$368K 0.33%
13,855
+4,893
59
$367K 0.33%
5,282
+207
60
$357K 0.32%
10,722
+1,555
61
$350K 0.31%
+15,345
62
$329K 0.29%
2,327
63
$320K 0.29%
8,797
+1,056
64
$313K 0.28%
1,597
65
$299K 0.27%
5,406
+1
66
$278K 0.25%
5,575
67
$271K 0.24%
4,914
+126
68
$265K 0.24%
1,893
69
$247K 0.22%
2,350
-19
70
$247K 0.22%
18,554
71
$245K 0.22%
1,256
+66
72
$240K 0.21%
4,943
73
$236K 0.21%
3,535
74
$230K 0.21%
+1,728
75
$228K 0.2%
3,502
-254
1 2
3
4 5