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
$71.4M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$774K
3
+$519K
4
JPM icon
JPMorgan Chase
JPM
+$452K
5
MSFT icon
Microsoft
MSFT
+$345K

Top Sells

1
+$4.84M
2
+$2.86M
3
+$2.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M
5
NFLX icon
Netflix
NFLX
+$1.24M

Sector Composition

1 Technology 27.43%
2 Financials 18.17%
3 Consumer Discretionary 9.44%
4 Communication Services 6.45%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 14.14%
99,423
+3,397
2
$7.96M 11.15%
251,140
+3,445
3
$7.02M 9.83%
178,120
+1,976
4
$6.74M 9.44%
104,717
+2,719
5
$5.75M 8.05%
28,155
+3,793
6
$3.31M 4.63%
16,252
-300
7
$2.79M 3.9%
93,809
-450
8
$2.44M 3.42%
18,927
+663
9
$1.71M 2.39%
76,527
+74,127
10
$1.56M 2.18%
27,761
+1,496
11
$1.55M 2.17%
32,206
+916
12
$1.52M 2.13%
11,979
+4,084
13
$1.45M 2.04%
30,982
+708
14
$1.22M 1.71%
13,284
+84
15
$1.22M 1.71%
10,048
+300
16
$1.15M 1.6%
10,444
+286
17
$1.07M 1.5%
28,040
+3,087
18
$1.02M 1.42%
23,470
+2,087
19
$980K 1.37%
10,040
+4,635
20
$968K 1.36%
44,921
-670
21
$934K 1.31%
27,444
+480
22
$843K 1.18%
10,740
-7,748
23
$758K 1.06%
18,310
+221
24
$749K 1.05%
12,314
+1,357
25
$719K 1.01%
15,241
+605
1
2 3 4 5