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
$163M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.75M
3
+$597K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$589K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$505K

Top Sells

1
+$3.91M
2
+$2.41M
3
+$1.63M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$847K

Sector Composition

1 Healthcare 8.66%
2 Consumer Staples 6.9%
3 Financials 6.83%
4 Consumer Discretionary 5.08%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.04%
41,959
+1,450
27
$1.4M 0.86%
20,910
-97
28
$1.39M 0.85%
24,532
+859
29
$1.3M 0.8%
17,444
+12
30
$1.27M 0.78%
15,529
-29
31
$1.25M 0.77%
45,790
+21,860
32
$1.22M 0.75%
13,044
-404
33
$1.21M 0.74%
49,105
+1,502
34
$1.19M 0.73%
11,080
-472
35
$1.1M 0.68%
9,476
-441
36
$1.03M 0.64%
23,775
-277
37
$1.02M 0.63%
11,981
+574
38
$964K 0.59%
7,979
+506
39
$949K 0.58%
109,796
-3,042
40
$825K 0.51%
7,451
-90
41
$822K 0.51%
29,800
+912
42
$790K 0.49%
9,962
+198
43
$751K 0.46%
9,023
-97
44
$749K 0.46%
12,292
+6,247
45
$723K 0.44%
9,164
-686
46
$707K 0.43%
11,921
-337
47
$670K 0.41%
9,311
-300
48
$659K 0.41%
4,755
+107
49
$613K 0.38%
6,205
50
$589K 0.36%
+13,456
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