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
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.03M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
XOM icon
Exxon Mobil
XOM
+$807K

Top Sells

1
+$909K
2
+$901K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
BX icon
Blackstone
BX
+$297K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.92%
17,418
+135
27
$1.9M 0.85%
11,883
+846
28
$1.83M 0.82%
12,072
-185
29
$1.82M 0.82%
29,244
+12,085
30
$1.72M 0.77%
33,587
+6,559
31
$1.62M 0.73%
30,387
+1,527
32
$1.6M 0.72%
13,627
+2,570
33
$1.59M 0.72%
13,834
+216
34
$1.47M 0.66%
19,952
+729
35
$1.39M 0.62%
17,202
+1,607
36
$1.31M 0.59%
15,544
+566
37
$1.3M 0.58%
9,162
+239
38
$1.2M 0.54%
32,020
+4,060
39
$1.18M 0.53%
86,942
-1,700
40
$1.14M 0.51%
12,495
+2,549
41
$1.08M 0.49%
37,428
+5,152
42
$1.05M 0.47%
19,591
-84
43
$1.05M 0.47%
15,893
+3,520
44
$1.04M 0.47%
12,423
+1,066
45
$1.01M 0.45%
10,350
-11
46
$770K 0.35%
7,125
+322
47
$759K 0.34%
6,712
-228
48
$704K 0.32%
8,139
+757
49
$689K 0.31%
5,977
-5
50
$685K 0.31%
6,605
+578
1
2
3 4 5