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
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.7M
3
+$2.01M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.64M

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.12M
4
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
+$891K
5
PVTD
PrivateBancorp, Inc.
PVTD
+$761K

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.02%
35,886
+3,164
27
$1.88M 1%
28,493
+7,598
28
$1.82M 0.97%
40,410
+1,769
29
$1.74M 0.92%
14,559
-638
30
$1.66M 0.88%
35,573
+14,010
31
$1.66M 0.88%
28,820
+1,508
32
$1.58M 0.84%
39,504
+3,836
33
$1.48M 0.79%
+44,647
34
$1.44M 0.77%
9,379
+4,272
35
$1.42M 0.76%
+18,813
36
$1.39M 0.74%
52,744
-4,974
37
$1.37M 0.73%
11,334
+1,361
38
$1.32M 0.7%
11,759
+2,833
39
$1.31M 0.7%
11,311
-1,629
40
$1.3M 0.69%
12,421
+1,404
41
$1.27M 0.68%
+19,565
42
$1.25M 0.66%
15,128
+445
43
$1.13M 0.6%
124,567
+2,169
44
$1.07M 0.57%
9,382
+3,761
45
$1.05M 0.56%
123,269
-131,303
46
$933K 0.5%
8,331
-122
47
$899K 0.48%
10,640
+653
48
$895K 0.48%
10,990
+747
49
$881K 0.47%
9,679
-803
50
$864K 0.46%
8,154
+1,358
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