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
776
– –
-1,215
777
$0 ﹤0.01%
8
778
$0 ﹤0.01%
9
779
$0 ﹤0.01%
11
780
$0 ﹤0.01%
600
781
$0 ﹤0.01%
105
782
$0 ﹤0.01%
120
783
$0 ﹤0.01%
27
784
$0 ﹤0.01%
64
785
$0 ﹤0.01%
159
786
$0 ﹤0.01%
470
-150
787
– –
-60
788
$0 ﹤0.01%
289
789
– –
-1,502
790
$0 ﹤0.01%
68
791
$0 ﹤0.01%
48
792
$0 ﹤0.01%
129
793
$0 ﹤0.01%
57
794
$0 ﹤0.01%
7
795
$0 ﹤0.01%
841
796
$0 ﹤0.01%
14
797
$0 ﹤0.01%
16
798
$0 ﹤0.01%
40
799
$0 ﹤0.01%
+73
800
$0 ﹤0.01%
191
28 29 30 31
32