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
151
$79K 0.07%
+796
152
$78K 0.07%
+1,520
153
$78K 0.07%
+1,019
154
$77K 0.07%
+223
155
$77K 0.07%
+1,534
156
$77K 0.07%
+803
157
$75K 0.07%
+1,377
158
$75K 0.07%
+1,065
159
$75K 0.07%
+362
160
$73K 0.07%
+454
161
$70K 0.06%
+1,399
162
$70K 0.06%
+6,606
163
$69K 0.06%
+2,720
164
$69K 0.06%
+953
165
$68K 0.06%
+927
166
$68K 0.06%
+1,502
167
$68K 0.06%
+2,361
168
$68K 0.06%
+980
169
$67K 0.06%
+1,521
170
$66K 0.06%
+5,340
171
$66K 0.06%
+975
172
$65K 0.06%
+1,366
173
$65K 0.06%
+1,216
174
$65K 0.06%
+4,172
175
$65K 0.06%
+869
5 6
7
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