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
$276M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$1.52M
4
MA icon
Mastercard
MA
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Top Sells

1
+$2.4M
2
+$2.37M
3
+$1.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$839K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$720K

Sector Composition

1 Financials 8.77%
2 Technology 7%
3 Consumer Discretionary 5.93%
4 Industrials 5.72%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.89%
29,454
+4,436
27
$2.44M 0.88%
22,115
-207
28
$2.38M 0.86%
104,305
-104,046
29
$2.2M 0.8%
20,221
-451
30
$2.15M 0.78%
38,246
+101
31
$1.99M 0.72%
29,107
-138
32
$1.95M 0.7%
25,468
-554
33
$1.8M 0.65%
38,495
-12,490
34
$1.7M 0.62%
32,560
+3,040
35
$1.67M 0.6%
12,951
-79
36
$1.5M 0.54%
14,056
-2,451
37
$1.42M 0.51%
9,266
-738
38
$1.4M 0.51%
13,878
+7,513
39
$1.33M 0.48%
24,244
-1,256
40
$1.14M 0.41%
14,377
-5,224
41
$1.1M 0.4%
8,621
-117
42
$1.06M 0.38%
68,148
-9,288
43
$1.01M 0.37%
10,650
-430
44
$1.01M 0.37%
46,809
+1,159
45
$985K 0.36%
13,510
+7,023
46
$981K 0.36%
22,600
+9,400
47
$978K 0.35%
10,638
-344
48
$928K 0.34%
6,711
49
$889K 0.32%
+14,211
50
$851K 0.31%
4,482
+2,183
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