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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
Boeing
BA
+$650K

Sector Composition

1 Financials 9.84%
2 Technology 7.6%
3 Consumer Discretionary 6.43%
4 Industrials 5.49%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.86%
21,962
-7
27
$2.6M 0.78%
20,912
+607
28
$2.32M 0.69%
26,454
+409
29
$2.28M 0.68%
29,728
+442
30
$2.18M 0.65%
38,100
-41
31
$2M 0.6%
29,546
-3,030
32
$1.76M 0.53%
12,650
-202
33
$1.69M 0.5%
15,144
+467
34
$1.5M 0.45%
8,640
-171
35
$1.49M 0.44%
24,230
+198
36
$1.35M 0.4%
54,019
-1,925
37
$1.34M 0.4%
12,213
+1,568
38
$1.31M 0.39%
8,743
39
$1.28M 0.38%
65,625
-749
40
$1.28M 0.38%
12,552
-898
41
$1.24M 0.37%
22,880
-56,460
42
$1.21M 0.36%
15,175
+406
43
$1.2M 0.36%
47,525
+1,249
44
$1.17M 0.35%
20,877
+9,750
45
$1.15M 0.34%
13,831
-862
46
$1.15M 0.34%
10,433
+1,541
47
$1.14M 0.34%
6,711
48
$1.06M 0.32%
9,504
49
$1.03M 0.31%
9,045
+1,139
50
$966K 0.29%
2,631
+160
1
2
3 4 5