KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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 +$505K
2 +$312K
3 +$277K
4
IBM icon
IBM
IBM
+$241K
5
MSFT icon
Microsoft
MSFT
+$230K

Top Sells

1 +$5.28M
2 +$201K
3 +$51.8K
4
CAT icon
Caterpillar
CAT
+$26K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.8K

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
726
$0 ﹤0.01%
+21
727
$0 ﹤0.01%
+175
728
$0 ﹤0.01%
+277
729
$0 ﹤0.01%
+340
730
$0 ﹤0.01%
+373
731
$0 ﹤0.01%
+551
732
$0 ﹤0.01%
+54
733
$0 ﹤0.01%
+517
734
$0 ﹤0.01%
+37
735
$0 ﹤0.01%
+10
736
$0 ﹤0.01%
+45