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
$154M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$850K
3
+$849K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$649K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$256K

Top Sells

1
+$681K
2
+$670K
3
+$215K
4
EUO icon
ProShares UltraShort Euro
EUO
+$202K
5
DEO icon
Diageo
DEO
+$153K

Sector Composition

1 Consumer Staples 11.73%
2 Consumer Discretionary 7.41%
3 Energy 7.06%
4 Utilities 6.33%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.51%
6,612
-104
52
$745K 0.49%
18,100
53
$691K 0.45%
8,182
-169
54
$667K 0.43%
24,200
55
$665K 0.43%
17,548
-337
56
$635K 0.41%
74,913
+10,252
57
$627K 0.41%
13,809
-315
58
$612K 0.4%
59,033
59
$596K 0.39%
21,852
-8
60
$576K 0.37%
20,400
61
$550K 0.36%
23,150
-100
62
$547K 0.36%
14,500
-588
63
$543K 0.35%
16,310
-397
64
$537K 0.35%
12,383
65
$477K 0.31%
8,584
66
$475K 0.31%
15,030
-355
67
$441K 0.29%
15,055
+200
68
$436K 0.28%
5,300
69
$421K 0.27%
12,600
70
$421K 0.27%
12,978
71
$392K 0.26%
14,208
72
$366K 0.24%
2,904
-44
73
$362K 0.24%
4,135
+10
74
$353K 0.23%
13,086
-37
75
$350K 0.23%
10,260
1 2
3
4 5