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
151
$85K 0.08%
+3,781
152
$85K 0.08%
+1,617
153
$83K 0.07%
28,800
154
$83K 0.07%
+850
155
$83K 0.07%
+1,031
156
$82K 0.07%
+1,842
157
$81K 0.07%
+1,706
158
$80K 0.07%
+1,532
159
$80K 0.07%
+228
160
$78K 0.07%
+569
161
$78K 0.07%
+2,100
162
$75K 0.07%
+1,501
163
$74K 0.07%
+602
164
$73K 0.07%
+1,019
165
$73K 0.07%
+1,065
166
$72K 0.06%
+648
167
$70K 0.06%
+1,607
168
$70K 0.06%
+4,550
169
$70K 0.06%
+975
170
$67K 0.06%
+5,430
171
$67K 0.06%
+613
172
$66K 0.06%
+802
173
$65K 0.06%
+1,825
174
$65K 0.06%
+536
175
$65K 0.06%
+1,850
5 6
7
8 9