KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$5.67M
3 +$3.49M
4
CRWD icon
CrowdStrike
CRWD
+$2.94M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.9M

Top Sells

1 +$519K
2 +$395K
3 +$350K
4
MSFT icon
Microsoft
MSFT
+$323K
5
VTV icon
Vanguard Value ETF
VTV
+$298K

Sector Composition

1 Technology 25.96%
2 Industrials 8.47%
3 Consumer Discretionary 7.91%
4 Consumer Staples 7.66%
5 Financials 7.62%