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
151
$101K 0.08%
1,516
152
$100K 0.07%
6,000
153
$99K 0.07%
391
154
$99K 0.07%
5,212
+120
155
$99K 0.07%
803
156
$97K 0.07%
665
+240
157
$96K 0.07%
2,859
+2,000
158
$96K 0.07%
1,717
+1,110
159
$95K 0.07%
3,213
+19
160
$95K 0.07%
300
161
$94K 0.07%
555
162
$94K 0.07%
1,617
163
$92K 0.07%
823
+175
164
$91K 0.07%
2,045
+1,437
165
$88K 0.07%
3,781
166
$86K 0.06%
951
+666
167
$86K 0.06%
1,850
+550
168
$86K 0.06%
2,565
+1,800
169
$85K 0.06%
971
+169
170
$84K 0.06%
1,823
+406
171
$84K 0.06%
1,034
+3
172
$84K 0.06%
1,380
+73
173
$83K 0.06%
1,086
+785
174
$83K 0.06%
1,842
175
$83K 0.06%
228
5 6
7
8 9