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
76
$286K 0.21%
16,194
+4,785
77
$279K 0.21%
1,705
+608
78
$275K 0.21%
1,328
+72
79
$272K 0.2%
18,703
-13,600
80
$269K 0.2%
3,524
+2,001
81
$261K 0.19%
3,629
+1,456
82
$254K 0.19%
4,784
-159
83
$254K 0.19%
5,072
+2,822
84
$248K 0.19%
1,650
+350
85
$240K 0.18%
3,535
86
$240K 0.18%
18,554
87
$222K 0.17%
1,716
+1,302
88
$221K 0.17%
1,479
+31
89
$219K 0.16%
1,086
+456
90
$219K 0.16%
18,924
+2,016
91
$219K 0.16%
1,363
+167
92
$218K 0.16%
4,202
+3,385
93
$213K 0.16%
1,854
94
$209K 0.16%
25,000
95
$206K 0.15%
2,813
96
$206K 0.15%
776
+50
97
$205K 0.15%
4,346
98
$203K 0.15%
1,181
99
$203K 0.15%
2,309
+690
100
$202K 0.15%
8,184
+3
2 3
4
5 6