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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.88%
33,448
+3,994
27
$2.69M 0.84%
21,969
-146
28
$2.5M 0.78%
20,305
+84
29
$2.37M 0.74%
29,286
+179
30
$2.26M 0.71%
38,141
-105
31
$2.21M 0.69%
26,045
+577
32
$2.12M 0.66%
32,576
+18,365
33
$1.94M 0.61%
37,714
-781
34
$1.92M 0.6%
32,660
+100
35
$1.8M 0.56%
12,852
-99
36
$1.6M 0.5%
8,811
-455
37
$1.6M 0.5%
14,677
+621
38
$1.46M 0.46%
24,032
-212
39
$1.38M 0.43%
55,944
-48,361
40
$1.37M 0.43%
13,450
-428
41
$1.26M 0.4%
8,743
+122
42
$1.19M 0.37%
14,693
+316
43
$1.19M 0.37%
66,374
-1,774
44
$1.17M 0.37%
14,769
+1,259
45
$1.12M 0.35%
6,711
46
$1.11M 0.35%
10,645
+7
47
$1.1M 0.34%
46,276
-533
48
$1.07M 0.33%
24,100
+1,500
49
$1.02M 0.32%
9,504
-1,146
50
$949K 0.3%
8,892
+2,523
1
2
3 4 5