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
126
$104K 0.09%
+5,502
127
$104K 0.09%
+2,000
128
$102K 0.09%
+1,055
129
$102K 0.09%
+1,518
130
$101K 0.09%
+1,109
131
$100K 0.09%
+1,501
132
$97K 0.09%
+6,500
133
$97K 0.09%
+1,064
134
$96K 0.09%
+762
135
$95K 0.09%
+1,581
136
$94K 0.08%
+1,591
137
$92K 0.08%
+676
138
$92K 0.08%
+300
139
$88K 0.08%
+3,781
140
$88K 0.08%
+1,603
141
$87K 0.08%
+1,842
142
$85K 0.08%
+2,184
143
$84K 0.08%
+2,196
144
$84K 0.08%
+345
145
$84K 0.08%
+1,316
146
$83K 0.07%
+4,784
147
$82K 0.07%
+1,477
148
$81K 0.07%
+391
149
$80K 0.07%
+552
150
$80K 0.07%
+6,656
4 5
6
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