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
201
$51K 0.05%
+2,158
202
$50K 0.05%
+1,000
203
$49K 0.04%
+715
204
$49K 0.04%
+887
205
$48K 0.04%
+1,200
206
$48K 0.04%
+329
207
$48K 0.04%
+1,020
208
$48K 0.04%
+740
209
$47K 0.04%
+3,200
210
$46K 0.04%
+641
211
$46K 0.04%
+380
212
$45K 0.04%
+1,200
213
$45K 0.04%
+191
214
$45K 0.04%
+851
215
$44K 0.04%
+528
216
$44K 0.04%
+1,022
217
$44K 0.04%
+1,975
218
$44K 0.04%
+3,500
219
$42K 0.04%
+929
220
$42K 0.04%
+1,200
221
$41K 0.04%
+586
222
$41K 0.04%
+275
223
$41K 0.04%
+582
224
$41K 0.04%
+3,000
225
$40K 0.04%
+676
7 8
9
10 11