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
$183M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.45M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$718K
5
PANW icon
Palo Alto Networks
PANW
+$547K

Top Sells

1
+$280K
2
+$216K
3
+$211K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$176K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$123K

Sector Composition

1 Healthcare 9.27%
2 Financials 7.62%
3 Consumer Staples 5.81%
4 Industrials 4.97%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.04%
44,996
+3,384
27
$1.76M 0.97%
15,236
+428
28
$1.73M 0.95%
31,080
-179
29
$1.55M 0.85%
7,490
+6,321
30
$1.45M 0.79%
+17,432
31
$1.4M 0.77%
23,673
-649
32
$1.33M 0.73%
11,552
+143
33
$1.31M 0.72%
13,448
-31
34
$1.28M 0.7%
47,603
-60
35
$1.27M 0.7%
112,838
-2,860
36
$1.26M 0.69%
15,558
-82
37
$1.22M 0.67%
21,007
-512
38
$1.21M 0.66%
9,917
+687
39
$1.12M 0.61%
24,052
+559
40
$967K 0.53%
11,407
+860
41
$951K 0.52%
7,473
-252
42
$950K 0.52%
9,850
-586
43
$906K 0.5%
28,888
-744
44
$906K 0.5%
12,258
45
$845K 0.46%
7,541
-46
46
$826K 0.45%
9,120
+505
47
$783K 0.43%
9,764
-392
48
$752K 0.41%
9,611
+6
49
$751K 0.41%
14,395
-1
50
$722K 0.39%
4,648
+2
1
2
3 4 5