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
176
$64K 0.06%
+602
177
$64K 0.06%
+4,550
178
$63K 0.06%
+1,383
179
$62K 0.06%
+250
180
$61K 0.05%
+11,575
181
$60K 0.05%
+613
182
$59K 0.05%
+398
183
$59K 0.05%
+5,532
184
$59K 0.05%
+2,800
185
$58K 0.05%
+1,544
186
$57K 0.05%
+3,290
187
$57K 0.05%
+776
188
$57K 0.05%
+2,150
189
$56K 0.05%
+4,010
190
$56K 0.05%
+1,500
191
$55K 0.05%
+869
192
$55K 0.05%
+831
193
$54K 0.05%
+700
194
$54K 0.05%
+2,928
195
$53K 0.05%
+692
196
$53K 0.05%
+1,000
197
$52K 0.05%
+458
198
$52K 0.05%
+8,900
199
$52K 0.05%
+1,884
200
$51K 0.05%
+296
6 7
8
9 10