KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $433M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
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
1
$8.79M 7.85%
89,123
+2,373
2
$8.62M 7.7%
246,845
+3,430
3
$7.22M 6.45%
156,004
+1,524
4
$4.82M 4.3%
98,623
+1,820
5
$4.14M 3.7%
22,207
+905
6
$3.88M 3.47%
45,700
+2,040
7
$3.43M 3.06%
16,401
+119
8
$3.29M 2.94%
94,559
-1,615
9
$2.49M 2.22%
7,417
+229
10
$2.39M 2.13%
42,320
+2,980
11
$2.01M 1.8%
16,604
+2,222
12
$1.92M 1.71%
24,510
-2,572
13
$1.54M 1.38%
30,312
+400
14
$1.53M 1.37%
9,360
+267
15
$1.36M 1.21%
27,364
+1,085
16
$1.21M 1.08%
9,558
-41
17
$1.15M 1.03%
5,915
+100
18
$1.14M 1.02%
22,724
+959
19
$1.14M 1.02%
9,623
20
$1.13M 1.01%
46,460
+6,985
21
$1M 0.89%
7,375
-174
22
$957K 0.85%
9,135
+1,193
23
$939K 0.84%
12,029
+14
24
$931K 0.83%
22,541
+4,110
25
$875K 0.78%
5,322
+739
1
2 3 4 5