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
101
$198K 0.15%
2,600
102
$193K 0.14%
6,730
-236
103
$187K 0.14%
3,466
-36
104
$185K 0.14%
6,388
+299
105
$183K 0.14%
+3,000
106
$182K 0.14%
3,302
+1,500
107
$181K 0.14%
1,689
+37
108
$180K 0.13%
1,449
+478
109
$178K 0.13%
2,270
+666
110
$171K 0.13%
5,367
111
$171K 0.13%
2,544
+58
112
$169K 0.13%
12,372
-100
113
$166K 0.12%
1,761
+721
114
$166K 0.12%
18,047
+8,850
115
$164K 0.12%
1,547
+34
116
$160K 0.12%
1,031
117
$158K 0.12%
457
118
$156K 0.12%
867
119
$154K 0.12%
9,212
+252
120
$152K 0.11%
520
121
$148K 0.11%
2,265
+828
122
$147K 0.11%
7,600
123
$146K 0.11%
919
+10
124
$145K 0.11%
7,803
+51
125
$145K 0.11%
1,356
+444
3 4
5
6 7