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
$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
Energy Select Sector SPDR Fund
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
1
$11M 8.2%
96,026
+6,903
2
$9.94M 7.42%
176,144
+20,140
3
$9.21M 6.88%
247,695
+850
4
$5.8M 4.33%
101,998
+3,375
5
$5.22M 3.89%
24,362
+2,155
6
$4.84M 3.62%
48,380
+2,680
7
$3.89M 2.9%
16,552
+151
8
$3.31M 2.47%
94,259
-300
9
$2.86M 2.13%
47,340
+5,020
10
$2.82M 2.11%
7,589
+172
11
$2.52M 1.88%
18,264
+1,660
12
$1.68M 1.25%
31,290
+978
13
$1.58M 1.18%
9,399
+39
14
$1.44M 1.08%
18,488
-6,022
15
$1.43M 1.07%
30,274
+2,910
16
$1.4M 1.05%
26,265
+3,541
17
$1.24M 0.92%
3,303
+1,278
18
$1.2M 0.9%
7,895
+520
19
$1.19M 0.89%
10,158
+1,023
20
$1.16M 0.86%
9,464
-94
21
$1.16M 0.86%
45,591
-869
22
$1.13M 0.85%
24,953
+2,412
23
$1.1M 0.82%
9,748
+125
24
$1.1M 0.82%
13,200
+1,171
25
$1.04M 0.78%
21,383
+3,718
1
2 3 4 5