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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$280K
3
+$259K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$215K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

Top Sells

1
+$606K
2
+$316K
3
+$262K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.22%
25,000
77
$202K 0.22%
2,600
-400
78
$201K 0.22%
1,300
79
$186K 0.2%
12,122
+3,000
80
$79K 0.09%
28,800
-5,000
81
$52K 0.06%
11,575
82
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