KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.52%
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
+$1.05M
2
+$748K
3
+$512K
4
NFLX icon
Netflix
NFLX
+$464K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$442K

Top Sells

1
+$470K
2
+$201K
3
+$94K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$64K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$52.4K

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%
803
154
$99K 0.07%
5,212
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155
$99K 0.07%
391
156
$97K 0.07%
665
+240
157
$96K 0.07%
1,717
+1,110
158
$96K 0.07%
2,859
+2,000
159
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300
160
$95K 0.07%
3,213
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161
$94K 0.07%
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162
$94K 0.07%
555
163
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823
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164
$91K 0.07%
2,045
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165
$88K 0.07%
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166
$86K 0.06%
2,565
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167
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168
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971
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171
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172
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1,823
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173
$83K 0.06%
228
174
$83K 0.06%
1,842
175
$83K 0.06%
1,086
+785
5 6
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