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
$112M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$350K
3
+$270K
4
MSFT icon
Microsoft
MSFT
+$234K
5
IBM icon
IBM
IBM
+$230K

Top Sells

1
+$5.28M
2
+$201K
3
+$56.3K
4
CAT icon
Caterpillar
CAT
+$23.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.6K

Sector Composition

1 Technology 18.11%
2 Financials 11.02%
3 Consumer Discretionary 10.74%
4 Communication Services 8.44%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K 0.1%
+1,672
127
$110K 0.1%
+1,752
128
$105K 0.09%
+1,523
129
$105K 0.09%
+1,903
130
$103K 0.09%
+1,604
131
$101K 0.09%
+9,197
132
$100K 0.09%
+912
133
$100K 0.09%
+1,229
134
$98K 0.09%
+339
135
$98K 0.09%
+676
136
$97K 0.09%
+555
137
$96K 0.09%
+1,040
138
$96K 0.09%
+1,516
139
$96K 0.09%
+803
140
$96K 0.09%
+1,394
141
$94K 0.08%
+3,194
142
$94K 0.08%
+1,437
143
$94K 0.08%
+1,581
144
$93K 0.08%
+5,092
145
$92K 0.08%
+6,000
146
$92K 0.08%
+300
147
$91K 0.08%
+391
148
$90K 0.08%
+555
149
$87K 0.08%
+1,307
150
$86K 0.08%
+4,998
4 5
6
7 8