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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.84%
12,235
+352
27
$1.93M 0.81%
32,751
-686
28
$1.92M 0.8%
29,219
-25
29
$1.71M 0.71%
11,973
-99
30
$1.68M 0.7%
13,487
-347
31
$1.6M 0.67%
20,671
+719
32
$1.56M 0.65%
14,559
+932
33
$1.52M 0.63%
17,954
+2,410
34
$1.5M 0.63%
30,708
+321
35
$1.49M 0.62%
33,520
+1,500
36
$1.47M 0.61%
18,115
+913
37
$1.44M 0.6%
40,180
+2,752
38
$1.4M 0.58%
32,920
+16,100
39
$1.39M 0.58%
9,135
-27
40
$1.17M 0.49%
10,328
-2,167
41
$1.13M 0.47%
83,022
-3,920
42
$1.11M 0.46%
19,131
-460
43
$1.1M 0.46%
12,281
-142
44
$1.09M 0.46%
12,426
+4,287
45
$1.09M 0.46%
15,893
46
$1.05M 0.44%
10,350
47
$1.01M 0.42%
9,298
+2,173
48
$940K 0.39%
16,750
+1,800
49
$867K 0.36%
+3,772
50
$849K 0.35%
3,553
+303
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2
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