KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $463M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
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
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

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
51
– –
-100
52
– –
-2,565
53
– –
-275
54
– –
-116
55
– –
-2
56
– –
-3,043
57
– –
-46
58
– –
-6,700
59
– –
-17
60
– –
-1,467
61
– –
-5,367
62
– –
-666
63
– –
-690
64
– –
-265
65
– –
-561
66
– –
-169
67
– –
-1,229
68
– –
-9,291
69
– –
-153
70
– –
-1,099
71
– –
-21
72
– –
-7,042
73
– –
-100
74
– –
-306
75
– –
-244
1 2
3
4 5