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
$283M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$722K
3
+$412K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$379K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$373K

Top Sells

1
+$3.04M
2
+$1.72M
3
+$652K
4
GSK icon
GSK
GSK
+$442K
5
AGN
Allergan plc
AGN
+$411K

Sector Composition

1 Financials 8.5%
2 Communication Services 6.21%
3 Consumer Staples 5.51%
4 Industrials 4.3%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1%
47,849
-829
27
$2.67M 0.94%
31,193
+302
28
$2.6M 0.92%
44,460
+1,860
29
$2.45M 0.86%
20,393
+708
30
$2.3M 0.81%
18,352
+578
31
$1.97M 0.69%
23,120
+503
32
$1.9M 0.67%
35,826
+2,478
33
$1.89M 0.67%
22,540
+1,798
34
$1.76M 0.62%
9,350
-31
35
$1.75M 0.62%
33,240
-60
36
$1.68M 0.59%
25,438
+5,652
37
$1.59M 0.56%
19,475
+300
38
$1.53M 0.54%
17,563
+1,347
39
$1.51M 0.53%
51,428
-103,615
40
$1.47M 0.52%
13,431
+1,440
41
$1.31M 0.46%
79,843
-1,268
42
$1.15M 0.41%
10,309
+34
43
$1.1M 0.39%
12,022
-195
44
$1.01M 0.36%
9,550
-77
45
$1M 0.35%
7,293
+820
46
$943K 0.33%
8,560
+596
47
$911K 0.32%
19,741
-474
48
$892K 0.32%
6,650
+44
49
$824K 0.29%
3,233
-136
50
$797K 0.28%
7,463
+2
1
2
3 4 5