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
201
$66K 0.05%
592
+175
202
$65K 0.05%
+1,224
203
$65K 0.05%
5,616
+24
204
$63K 0.05%
1,390
205
$63K 0.05%
+2,245
206
$63K 0.05%
1,027
207
$63K 0.05%
2,244
-364
208
$61K 0.05%
1,040
+976
209
$61K 0.05%
701
210
$61K 0.05%
2,570
+2,320
211
$60K 0.04%
252
212
$60K 0.04%
1,200
213
$59K 0.04%
691
214
$58K 0.04%
1,825
215
$58K 0.04%
3,043
+24
216
$57K 0.04%
2,300
+2,000
217
$57K 0.04%
2,489
218
$57K 0.04%
1,850
219
$57K 0.04%
740
-128
220
$56K 0.04%
976
221
$56K 0.04%
+857
222
$55K 0.04%
4,156
223
$55K 0.04%
+2,418
224
$55K 0.04%
810
225
$54K 0.04%
320
+75
7 8
9
10 11