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
$134M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$789K
3
+$478K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$470K
2
+$198K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.9K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 11.06%
3 Financials 10.68%
4 Communication Services 8.21%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$141K 0.11%
6,402
127
$141K 0.11%
2,341
-289
128
$141K 0.11%
2,747
+1,140
129
$140K 0.1%
1,975
+1,000
130
$137K 0.1%
2,296
+10
131
$135K 0.1%
1,368
132
$133K 0.1%
379
+40
133
$133K 0.1%
1,860
+1,760
134
$133K 0.1%
768
+472
135
$129K 0.1%
3,017
+1,568
136
$126K 0.09%
1,855
-100
137
$123K 0.09%
1,673
+1
138
$121K 0.09%
1,064
139
$118K 0.09%
1,752
140
$117K 0.09%
242
+217
141
$115K 0.09%
5,798
142
$112K 0.08%
2,000
143
$111K 0.08%
1,415
-99
144
$111K 0.08%
+1,230
145
$111K 0.08%
1,229
146
$107K 0.08%
676
147
$105K 0.08%
1,402
+8
148
$104K 0.08%
1,903
149
$104K 0.08%
555
150
$104K 0.08%
+4,000
4 5
6
7 8