KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$850K
3
+$849K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$649K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$256K

Top Sells

1
+$681K
2
+$670K
3
+$215K
4
EUO icon
ProShares UltraShort Euro
EUO
+$202K
5
DEO icon
Diageo
DEO
+$153K

Sector Composition

1 Consumer Staples 11.73%
2 Consumer Discretionary 7.41%
3 Energy 7.06%
4 Utilities 6.33%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.06%
49,243
+767
27
$1.58M 1.03%
45,340
+540
28
$1.57M 1.02%
114,012
+5,432
29
$1.53M 1%
17,681
-642
30
$1.5M 0.97%
61,354
-4,298
31
$1.46M 0.95%
12,895
-26
32
$1.42M 0.93%
15,558
-350
33
$1.41M 0.91%
116
+1
34
$1.33M 0.86%
28,058
+621
35
$1.12M 0.73%
9,968
-533
36
$1.12M 0.73%
17,913
37
$1.09M 0.71%
13,489
-246
38
$1.07M 0.69%
14,113
-112
39
$1.02M 0.66%
29,660
-122
40
$1.01M 0.66%
15,125
41
$976K 0.64%
8,523
-192
42
$942K 0.61%
7,349
-290
43
$939K 0.61%
20,279
-1,429
44
$913K 0.59%
55,140
45
$850K 0.55%
+6,662
46
$849K 0.55%
+3,452
47
$839K 0.55%
41,844
48
$833K 0.54%
37,500
49
$819K 0.53%
35,710
-50
50
$791K 0.51%
9,120
+462
1
2
3 4 5