We are live on ! Find out more
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
$92.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$280K
3
+$259K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$215K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187K

Top Sells

1
+$606K
2
+$316K
3
+$262K
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
– –
-525
127
– –
-700
128
– –
-500
129
– –
-299
130
– –
-82
131
– –
-27
132
– –
-25
133
– –
-1,000
134
– –
-349
135
– –
-50
136
– –
-216
137
– –
-500
138
– –
-162
139
– –
-256
140
– –
-38
141
– –
-226
142
– –
-303
143
– –
-37
144
– –
-252
145
– –
-302
146
– –
-1,178
147
– –
-1,544
148
– –
-270
149
– –
-398
150
– –
-290
4 5
6
7 8