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
$162M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.28M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.69M
5
ETP
Energy Transfer Partners L.p.
ETP
+$934K

Top Sells

1
+$2.94M
2
+$947K
3
+$305K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$228K

Sector Composition

1 Financials 9.99%
2 Healthcare 9.64%
3 Consumer Staples 8.14%
4 Industrials 5.7%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.08%
114,733
+1,357
27
$1.72M 1.06%
32,820
+542
28
$1.69M 1.04%
+51,588
29
$1.55M 0.96%
38,267
+1,967
30
$1.42M 0.88%
26,960
+636
31
$1.38M 0.85%
8,469
+2,164
32
$1.34M 0.82%
19,569
+961
33
$1.33M 0.82%
10,608
+726
34
$1.32M 0.81%
49,342
+1,467
35
$1.27M 0.78%
15,419
-523
36
$1.25M 0.77%
21,729
-339
37
$1.23M 0.76%
9,686
-289
38
$1.16M 0.71%
8,897
-50
39
$1.15M 0.71%
10,994
+544
40
$1.08M 0.67%
125,986
+2,712
41
$1.03M 0.64%
20,918
+1,198
42
$1.03M 0.63%
35,517
+10,985
43
$1M 0.62%
8,673
-414
44
$934K 0.58%
+16,213
45
$882K 0.54%
5,079
-16,956
46
$850K 0.52%
10,019
-157
47
$830K 0.51%
35,028
+20,436
48
$807K 0.5%
9,547
-212
49
$805K 0.5%
6,806
+550
50
$798K 0.49%
10,109
-89
1
2
3 4 5