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
176
$64K 0.06%
+1,502
177
$64K 0.06%
+1,449
178
$63K 0.06%
+1,390
179
$63K 0.06%
+1,212
180
$62K 0.06%
+1,544
181
$62K 0.06%
+1,417
182
$61K 0.05%
+5,592
183
$60K 0.05%
+3,418
184
$60K 0.05%
+1,225
185
$58K 0.05%
+633
186
$58K 0.05%
+701
187
$58K 0.05%
+1,027
188
$58K 0.05%
+868
189
$57K 0.05%
+252
190
$56K 0.05%
+1,300
191
$56K 0.05%
11,575
192
$56K 0.05%
+296
193
$56K 0.05%
+810
194
$56K 0.05%
+425
195
$55K 0.05%
+1,200
196
$54K 0.05%
+976
197
$54K 0.05%
+691
198
$54K 0.05%
+716
199
$53K 0.05%
+3,019
200
$52K 0.05%
+4,156
6 7
8
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