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
$292M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.21M
3
+$758K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$641K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$364K

Top Sells

1
+$3.39M
2
+$2.44M
3
+$444K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$426K
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$358K

Sector Composition

1 Financials 9.13%
2 Industrials 5.89%
3 Consumer Discretionary 5.8%
4 Technology 4.22%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.93%
21,466
+907
27
$2.6M 0.89%
22,671
+1,203
28
$2.46M 0.84%
22,599
-22,382
29
$2.43M 0.83%
29,353
-165
30
$2.13M 0.73%
25,510
+1,093
31
$2.03M 0.7%
26,017
+1,104
32
$1.99M 0.68%
39,640
-1,269
33
$1.95M 0.67%
10,089
+556
34
$1.8M 0.62%
31,820
-260
35
$1.75M 0.6%
16,441
+1,194
36
$1.68M 0.57%
19,721
-860
37
$1.67M 0.57%
13,798
-895
38
$1.61M 0.55%
20,331
+280
39
$1.6M 0.55%
25,334
-204
40
$1.47M 0.5%
60,670
+4,641
41
$1.31M 0.45%
76,162
-405
42
$1.25M 0.43%
8,863
43
$1.23M 0.42%
11,090
-100
44
$988K 0.34%
19,868
+4
45
$951K 0.33%
6,711
+71
46
$886K 0.3%
8,325
-584
47
$883K 0.3%
11,307
-717
48
$819K 0.28%
7,463
49
$784K 0.27%
6,950
50
$718K 0.25%
12,644
-59,704
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