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
101
$140K 0.13%
+3,397
102
$140K 0.13%
+7,704
103
$136K 0.12%
+1,955
104
$135K 0.12%
+924
105
$132K 0.12%
+1,332
106
$132K 0.12%
+4,833
107
$130K 0.12%
+4,928
108
$124K 0.11%
+884
109
$123K 0.11%
+1,510
110
$123K 0.11%
+2,616
111
$121K 0.11%
+2,269
112
$120K 0.11%
+1,506
113
$119K 0.11%
+9,000
114
$118K 0.11%
+767
115
$114K 0.1%
+9,153
116
$114K 0.1%
+1,617
117
$110K 0.1%
+1,752
118
$108K 0.1%
+804
119
$107K 0.1%
+339
120
$107K 0.1%
+1,669
121
$107K 0.1%
+1,016
122
$106K 0.1%
+1,080
123
$106K 0.1%
+1,228
124
$105K 0.09%
+1,008
125
$105K 0.09%
+33,800
3 4
5
6 7