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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-76
77
– –
-728
78
– –
-10
79
– –
-1,065
80
– –
-34
81
– –
-500
82
– –
-175
83
– –
-28,800
84
– –
-113
85
– –
-7
86
– –
-2,244
87
– –
-155
88
– –
-333
89
– –
-4,550
90
– –
-161
91
– –
-6
92
– –
-475
93
– –
-41
94
– –
-71
95
– –
-730
96
– –
-810
97
– –
-1,975
98
– –
-348
99
– –
-10
100
– –
-2,000
2 3
4
5 6