KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1
+$325K
2
+$290K
3
+$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
GE Aerospace
GE
+$135K

Sector Composition

1 Financials 8.26%
2 Communication Services 7.34%
3 Consumer Staples 6.42%
4 Healthcare 4.8%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.92%
12,423
+188
27
$2.29M 0.91%
19,027
+542
28
$2.07M 0.82%
30,010
+791
29
$1.77M 0.7%
31,946
-805
30
$1.77M 0.7%
13,361
-126
31
$1.73M 0.69%
21,365
+694
32
$1.66M 0.66%
34,380
+860
33
$1.63M 0.65%
19,256
+1,302
34
$1.61M 0.64%
15,427
+868
35
$1.55M 0.61%
33,320
+400
36
$1.5M 0.59%
9,274
+139
37
$1.47M 0.59%
17,999
-116
38
$1.47M 0.58%
40,716
+536
39
$1.44M 0.57%
32,328
+1,620
40
$1.42M 0.56%
10,929
-1,044
41
$1.29M 0.51%
14,547
+2,121
42
$1.27M 0.5%
81,950
-1,072
43
$1.18M 0.47%
10,798
+1,500
44
$1.16M 0.46%
18,968
-163
45
$1.15M 0.46%
9,807
-521
46
$1.06M 0.42%
12,168
-113
47
$1.06M 0.42%
10,275
-75
48
$1M 0.4%
15,693
-200
49
$875K 0.35%
3,598
+45
50
$853K 0.34%
7,648
+298
1
2
3 4 5