KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.08M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$334K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$323K

Top Sells

1
+$4.83M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.42M
5
GIS icon
General Mills
GIS
+$1.23M

Sector Composition

1 Financials 9.74%
2 Consumer Staples 8.62%
3 Healthcare 7.56%
4 Consumer Discretionary 6.81%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.96%
36,300
-14,901
27
$1.39M 0.96%
+26,324
28
$1.29M 0.89%
15,942
-989
29
$1.27M 0.87%
47,875
-35,815
30
$1.25M 0.86%
18,608
+2,005
31
$1.24M 0.85%
9,975
-692
32
$1.23M 0.84%
9,882
+1,422
33
$1.18M 0.82%
22,068
-15,657
34
$1.12M 0.77%
123,274
+5,572
35
$1.06M 0.73%
8,947
-40,626
36
$1.03M 0.71%
6,305
-254
37
$1.03M 0.71%
10,450
+6
38
$1.02M 0.7%
9,087
-88
39
$947K 0.65%
56,320
-9,900
40
$938K 0.65%
19,720
-22,556
41
$833K 0.57%
10,176
-7,624
42
$824K 0.57%
9,759
+807
43
$822K 0.57%
10,198
-5,305
44
$730K 0.5%
5,907
-1,331
45
$711K 0.49%
6,256
+2,403
46
$681K 0.47%
24,532
+12,045
47
$636K 0.44%
7,676
+1,135
48
$628K 0.43%
66,413
-1
49
$575K 0.4%
5,895
-740
50
$561K 0.39%
9,306
+405
1
2
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