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
$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
51
$556K 0.42%
6,389
+1,879
52
$530K 0.4%
16,428
+7,631
53
$527K 0.39%
12,183
+2,182
54
$519K 0.39%
5,305
55
$508K 0.38%
11,836
+500
56
$496K 0.37%
12,119
-475
57
$492K 0.37%
27,915
+12,570
58
$485K 0.36%
4,750
+3,032
59
$479K 0.36%
10,889
+1,965
60
$459K 0.34%
30,300
+30,000
61
$458K 0.34%
8,320
+972
62
$424K 0.32%
5,488
+206
63
$404K 0.3%
14,657
+802
64
$399K 0.3%
2,454
+127
65
$362K 0.27%
1,627
+30
66
$351K 0.26%
1,316
+849
67
$340K 0.25%
4,215
+1,958
68
$327K 0.24%
10,531
-191
69
$325K 0.24%
2,252
+524
70
$324K 0.24%
2,856
+506
71
$322K 0.24%
10,782
+3,432
72
$318K 0.24%
2,127
+234
73
$301K 0.22%
4,854
-60
74
$301K 0.22%
5,710
+135
75
$290K 0.22%
9,291
+3,489
1 2
3
4 5