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
176
$82K 0.06%
1,706
177
$81K 0.06%
1,581
+369
178
$80K 0.06%
+2,459
179
$80K 0.06%
1,638
+1,255
180
$80K 0.06%
683
+70
181
$80K 0.06%
569
182
$80K 0.06%
1,096
+878
183
$77K 0.06%
1,537
+5
184
$77K 0.06%
1,427
+1,068
185
$77K 0.06%
+1,778
186
$77K 0.06%
4,550
187
$76K 0.06%
602
188
$74K 0.06%
2,400
+300
189
$72K 0.05%
1,019
190
$72K 0.05%
1,065
191
$71K 0.05%
5,430
192
$71K 0.05%
28,800
193
$70K 0.05%
352
+152
194
$70K 0.05%
+2,722
195
$70K 0.05%
686
+519
196
$69K 0.05%
1,501
197
$68K 0.05%
1,544
198
$68K 0.05%
+676
199
$68K 0.05%
4,905
-93
200
$67K 0.05%
536
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8
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