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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

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
76
$217K 0.19%
7,350
77
$212K 0.19%
1,854
-35
78
$207K 0.18%
25,000
79
$202K 0.18%
2,600
80
$196K 0.18%
+4,346
81
$192K 0.17%
+6,966
82
$191K 0.17%
+1,181
83
$191K 0.17%
+1,448
84
$188K 0.17%
12,472
+350
85
$187K 0.17%
+11,409
86
$183K 0.16%
+2,257
87
$183K 0.16%
+16,908
88
$182K 0.16%
+2,486
89
$181K 0.16%
1,300
90
$179K 0.16%
+1,196
91
$178K 0.16%
+726
92
$175K 0.16%
+5,367
93
$173K 0.15%
+8,181
94
$173K 0.15%
+6,089
95
$172K 0.15%
+1,097
96
$171K 0.15%
+2,813
97
$165K 0.15%
+5,802
98
$160K 0.14%
+7,600
99
$154K 0.14%
+1,718
100
$151K 0.13%
+2,173
2 3
4
5 6