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
101
$149K 0.13%
+2,630
102
$148K 0.13%
+1,513
103
$148K 0.13%
+1,031
104
$148K 0.13%
+8,960
105
$144K 0.13%
+6,402
106
$143K 0.13%
+1,955
107
$142K 0.13%
+630
108
$141K 0.13%
+520
109
$140K 0.13%
+1,652
110
$138K 0.12%
+867
111
$137K 0.12%
+7,752
112
$135K 0.12%
+457
113
$127K 0.11%
+1,619
114
$125K 0.11%
+909
115
$125K 0.11%
+971
116
$124K 0.11%
+1,368
117
$119K 0.11%
+1,514
118
$118K 0.11%
+2,286
119
$117K 0.1%
+1,064
120
$117K 0.1%
+2,000
121
$116K 0.1%
+467
122
$113K 0.1%
+2,250
123
$113K 0.1%
+5,798
124
$113K 0.1%
+1,802
125
$113K 0.1%
+2,608
3 4
5
6 7