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
$173M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.23M
3
+$1.09M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$437K
5
BX icon
Blackstone
BX
+$422K

Top Sells

1
+$5.32M
2
+$3.48M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
5
GNW icon
Genworth Financial
GNW
+$1.05M

Sector Composition

1 Healthcare 9.31%
2 Financials 7.51%
3 Consumer Staples 6.25%
4 Industrials 5.9%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.03%
41,612
+2,108
27
$1.77M 1.02%
31,259
-4,627
28
$1.51M 0.87%
24,322
-4,498
29
$1.35M 0.78%
13,479
+1,058
30
$1.34M 0.77%
11,409
+98
31
$1.31M 0.76%
21,519
-6,974
32
$1.3M 0.75%
15,640
+512
33
$1.26M 0.73%
115,698
-8,869
34
$1.18M 0.68%
47,663
-28,667
35
$1.14M 0.66%
23,493
-12,080
36
$1.09M 0.63%
10,436
-1,323
37
$1.09M 0.63%
+9,230
38
$925K 0.53%
12,258
-6,555
39
$921K 0.53%
29,632
-1,036
40
$919K 0.53%
7,725
-3,609
41
$895K 0.52%
10,547
-93
42
$861K 0.5%
7,587
-744
43
$803K 0.46%
14,396
-5,169
44
$791K 0.46%
8,615
-815
45
$787K 0.45%
9,605
-74
46
$765K 0.44%
10,156
-834
47
$713K 0.41%
4,646
-4,733
48
$663K 0.38%
6,182
-1,972
49
$602K 0.35%
4,537
+904
50
$588K 0.34%
9,117
-1,990
1
2
3 4 5