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
201
$52K 0.05%
+1,192
202
$51K 0.05%
+458
203
$51K 0.05%
+2,489
204
$50K 0.04%
+414
205
$49K 0.04%
+396
206
$49K 0.04%
+582
207
$48K 0.04%
+1,333
208
$48K 0.04%
+620
209
$48K 0.04%
+1,884
210
$47K 0.04%
+1,074
211
$46K 0.04%
+732
212
$46K 0.04%
+447
213
$46K 0.04%
+417
214
$46K 0.04%
+1,325
215
$45K 0.04%
+970
216
$44K 0.04%
+2,395
217
$44K 0.04%
+516
218
$42K 0.04%
+1,000
219
$42K 0.04%
+325
220
$42K 0.04%
+3,500
221
$42K 0.04%
+1,960
222
$42K 0.04%
+817
223
$41K 0.04%
+2,800
224
$41K 0.04%
+2,928
225
$41K 0.04%
+702
7 8
9
10 11