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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.6M
3
+$6.72M
4
SBUX icon
Starbucks
SBUX
+$5.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.48%
2 Financials 10.75%
3 Consumer Discretionary 9.94%
4 Industrials 7.8%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.2%
+2,704
77
$223K 0.2%
+7,350
78
$223K 0.2%
+1,842
79
$213K 0.19%
+1,869
80
$203K 0.18%
+1,300
81
$202K 0.18%
+9,750
82
$191K 0.17%
+1,792
83
$191K 0.17%
+4,248
84
$190K 0.17%
+5,781
85
$174K 0.16%
+10,230
86
$172K 0.15%
+5,036
87
$171K 0.15%
+776
88
$167K 0.15%
+1,083
89
$165K 0.15%
+8,225
90
$163K 0.15%
+2,283
91
$158K 0.14%
+2,173
92
$155K 0.14%
+8,502
93
$155K 0.14%
+2,718
94
$153K 0.14%
+1,718
95
$152K 0.14%
+8,936
96
$147K 0.13%
+1,895
97
$145K 0.13%
+6,281
98
$145K 0.13%
+9,122
99
$143K 0.13%
+1,368
100
$141K 0.13%
+442
2 3
4
5 6