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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$390K
2
+$273K
3
+$233K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$211K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$175K

Top Sells

1
+$565K
2
+$316K
3
+$258K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$237K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$224K

Sector Composition

1 Technology 18.79%
2 Consumer Discretionary 11.44%
3 Financials 10.96%
4 Communication Services 8.59%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-83
127
– –
-1,228
128
– –
-5,781
129
– –
-153
130
– –
-162
131
– –
-816
132
– –
-22
133
– –
-1,200
134
– –
-74
135
– –
-1,316
136
– –
-130
137
– –
-52
138
– –
-613
139
– –
-465
140
– –
-590
141
– –
-175
142
– –
-582
143
– –
-133
144
– –
-500
145
– –
-373
146
– –
-551
147
– –
-296
148
– –
-1,306
149
– –
-54
150
– –
0
4 5
6
7 8