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
$201M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.17M
3
+$820K
4
XOM icon
Exxon Mobil
XOM
+$651K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$545K

Top Sells

1
+$3.19M
2
+$813K
3
+$304K
4
DIS icon
Walt Disney
DIS
+$260K
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$192K

Sector Composition

1 Communication Services 7.42%
2 Consumer Staples 7.06%
3 Financials 6.71%
4 Industrials 5.15%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.86%
12,257
+347
27
$1.61M 0.8%
13,618
-4
28
$1.54M 0.77%
11,037
+514
29
$1.5M 0.75%
28,860
+4,508
30
$1.45M 0.72%
19,223
+2,697
31
$1.42M 0.71%
21,377
+4,215
32
$1.34M 0.67%
27,028
+4,652
33
$1.31M 0.65%
15,595
+360
34
$1.27M 0.63%
14,978
+2,373
35
$1.22M 0.6%
8,923
+875
36
$1.17M 0.58%
+27,960
37
$1.14M 0.57%
11,057
+1,440
38
$1.08M 0.54%
19,675
+4,517
39
$1.02M 0.51%
11,357
+421
40
$989K 0.49%
17,159
+1,021
41
$970K 0.48%
10,361
+78
42
$967K 0.48%
9,946
+45
43
$957K 0.48%
88,642
-1,264
44
$912K 0.45%
32,276
-1,736
45
$886K 0.44%
12,373
+225
46
$820K 0.41%
+8,493
47
$808K 0.4%
6,940
+266
48
$776K 0.39%
30,386
-31,831
49
$765K 0.38%
6,803
+1,889
50
$666K 0.33%
5,982
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2
3 4 5