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
$162M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.28M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.69M
5
ETP
Energy Transfer Partners L.p.
ETP
+$934K

Top Sells

1
+$2.94M
2
+$947K
3
+$305K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$228K

Sector Composition

1 Financials 9.99%
2 Healthcare 9.64%
3 Consumer Staples 8.14%
4 Industrials 5.7%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.48%
11,619
+2,313
52
$745K 0.46%
5,582
-325
53
$665K 0.41%
7,676
54
$657K 0.4%
6,461
+566
55
$569K 0.35%
+15,133
56
$541K 0.33%
51
57
$541K 0.33%
62,223
-4,190
58
$529K 0.33%
+21,880
59
$527K 0.32%
5,140
-68
60
$487K 0.3%
6,374
-200
61
$474K 0.29%
11,225
-577
62
$442K 0.27%
9,012
-354
63
$415K 0.26%
+5,035
64
$413K 0.25%
9,610
65
$408K 0.25%
17,752
+2,408
66
$395K 0.24%
7,202
-983
67
$393K 0.24%
12,476
-486
68
$355K 0.22%
4,826
-14
69
$353K 0.22%
4,823
-124
70
$352K 0.22%
6,124
+1,410
71
$347K 0.21%
3,652
-150
72
$330K 0.2%
4,121
+220
73
$322K 0.2%
11,457
-311
74
$317K 0.2%
7,291
75
$314K 0.19%
2,889
-39
1 2
3
4 5