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
+$2.08M
2
+$792K
3
+$531K
4
JPM icon
JPMorgan Chase
JPM
+$494K
5
MSFT icon
Microsoft
MSFT
+$364K

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
– –
-76
52
– –
-768
53
– –
-1,000
54
– –
-54
55
– –
-517
56
– –
-349
57
– –
-260
58
– –
-30
59
– –
-37
60
– –
-728
61
– –
-10
62
– –
-1,065
63
– –
-34
64
– –
-500
65
– –
-175
66
– –
-28,800
67
– –
-113
68
– –
-45
69
– –
-7
70
– –
-2,244
71
– –
-333
72
– –
-4,550
73
– –
-161
74
– –
-6
75
– –
-475
1 2
3
4 5