KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 1.05%
35,901
+3,129
27
$5.41M 1.04%
64,462
+789
28
$5.25M 1.02%
36,216
-1,213
29
$4.47M 0.86%
39,220
-971
30
$4.38M 0.85%
18,805
+1,157
31
$4.12M 0.8%
81,379
-15,012
32
$3.35M 0.65%
22,842
-951
33
$2.5M 0.48%
24,988
-272
34
$2.4M 0.46%
18,309
-612
35
$2.37M 0.46%
7,916
+1,800
36
$2.36M 0.46%
21,296
-2,189
37
$2.33M 0.45%
15,590
-65
38
$2.25M 0.44%
6,364
+4,789
39
$2.01M 0.39%
6,982
-473
40
$1.92M 0.37%
18,542
+12,061
41
$1.88M 0.36%
22,907
-4,678
42
$1.71M 0.33%
16,598
+939
43
$1.63M 0.31%
6,629
44
$1.49M 0.29%
15,003
-1,494
45
$1.45M 0.28%
9,701
+810
46
$1.37M 0.26%
12,971
+5,053
47
$1.32M 0.25%
2,793
-500
48
$1.29M 0.25%
41,443
-363
49
$1.29M 0.25%
27,953
-3,703
50
$1.28M 0.25%
5,398
-2
1
2
3 4 5