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
$175M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.34M
3
+$1.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$848K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$576K

Top Sells

1
+$2.26M
2
+$439K
3
+$366K
4
VLO icon
Valero Energy
VLO
+$350K
5
UPS icon
United Parcel Service
UPS
+$315K

Sector Composition

1 Consumer Staples 10.63%
2 Financials 7.35%
3 Healthcare 6.71%
4 Energy 6.14%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.13%
26,151
+1,695
27
$1.96M 1.12%
51,201
+1,958
28
$1.82M 1.04%
117,037
+3,025
29
$1.81M 1.03%
48,124
+2,784
30
$1.71M 0.98%
14,976
+2,081
31
$1.55M 0.89%
17,800
+119
32
$1.47M 0.84%
57,816
-3,538
33
$1.43M 0.82%
10,667
+2,144
34
$1.36M 0.77%
16,931
+3,442
35
$1.32M 0.75%
66,220
-113,320
36
$1.32M 0.75%
12,558
-3,000
37
$1.26M 0.72%
15,503
+1,390
38
$1.18M 0.67%
29,660
39
$1.16M 0.66%
17,913
40
$1.13M 0.65%
103
-13
41
$1.11M 0.64%
16,603
+12,645
42
$1.1M 0.63%
27,133
-925
43
$1.09M 0.62%
20,564
+285
44
$1.03M 0.59%
8,460
+1,848
45
$1.03M 0.59%
117,702
+42,789
46
$1.03M 0.59%
14,859
-266
47
$1.01M 0.58%
9,175
-793
48
$975K 0.56%
6,559
-103
49
$957K 0.55%
10,444
+1,324
50
$955K 0.55%
36,798
+1,088
1
2
3 4 5