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
$186M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.82M
3
+$2.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$6.49M
2
+$3.13M
3
+$2.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$582K

Sector Composition

1 Healthcare 8.15%
2 Communication Services 7.08%
3 Consumer Staples 7.05%
4 Financials 6.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.9%
39,946
-2,102
27
$1.67M 0.9%
+50,329
28
$1.66M 0.89%
29,068
+669
29
$1.48M 0.79%
13,648
+314
30
$1.41M 0.76%
25,976
+2,334
31
$1.35M 0.73%
8,855
+68
32
$1.3M 0.7%
16,929
+971
33
$1.26M 0.68%
15,264
-73
34
$1.25M 0.67%
23,357
-599
35
$1.24M 0.67%
51,802
+15,377
36
$1.23M 0.66%
9,550
+200
37
$1.02M 0.55%
+8,342
38
$1.01M 0.55%
11,930
-101
39
$1M 0.54%
36,692
+2,860
40
$982K 0.53%
90,187
-685
41
$971K 0.52%
20,806
+968
42
$969K 0.52%
9,879
+11
43
$913K 0.49%
10,483
+12
44
$881K 0.47%
15,949
+253
45
$877K 0.47%
14,814
-100
46
$849K 0.46%
8,896
-120
47
$825K 0.44%
10,029
+805
48
$806K 0.43%
11,868
49
$756K 0.41%
6,592
-847
50
$645K 0.35%
6,157
-48
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