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
$145M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.08M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$334K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$323K

Top Sells

1
+$4.83M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.42M
5
GIS icon
General Mills
GIS
+$1.23M

Sector Composition

1 Financials 9.74%
2 Consumer Staples 8.62%
3 Healthcare 7.56%
4 Consumer Discretionary 6.81%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.35%
5,208
-7,350
52
$487K 0.34%
9,366
-11,198
53
$484K 0.33%
11,802
-4,430
54
$484K 0.33%
6,574
-662
55
$477K 0.33%
51
-52
56
$443K 0.31%
8,185
-6,843
57
$404K 0.28%
12,962
-162
58
$378K 0.26%
9,610
-20,050
59
$364K 0.25%
4,947
+40
60
$359K 0.25%
3,802
61
$359K 0.25%
11,768
-10,568
62
$345K 0.24%
4,840
-10,019
63
$323K 0.22%
+14,592
64
$312K 0.22%
3,901
+476
65
$311K 0.21%
4,383
-13,530
66
$310K 0.21%
14,976
+2,438
67
$309K 0.21%
31,416
68
$305K 0.21%
6,447
-433
69
$304K 0.21%
+2,693
70
$300K 0.21%
14,150
-9,000
71
$299K 0.21%
3,051
-2,379
72
$294K 0.2%
15,344
+840
73
$291K 0.2%
2,928
+158
74
$289K 0.2%
3,870
-250
75
$286K 0.2%
4,714
+164
1 2
3
4 5