KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-1.05%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$160M
AUM Growth
+$160M
(-1.7%)
Cap. Flow
-$466K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
48.65%
Holding
118
New
14
Increased
48
Reduced
22
Closed
17
Top Buys
| 1 |
Walt Disney
DIS
|
$2.6M |
| 2 |
ProShares Ultra MidCap400
MVV
|
$2.4M |
| 3 |
Union Pacific
UNP
|
$1.67M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.35M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.04M |
Top Sells
| 1 |
TJX Companies
TJX
|
$3.38M |
| 2 |
APL
ATLAS PIPELINE PARTNERS LP UTS
APL
|
$3.3M |
| 3 |
Boeing
BA
|
$1.99M |
| 4 |
Diageo
DEO
|
$1.94M |
| 5 |
Bank of America
BAC
|
$1.76M |
Sector Composition
| 1 | Healthcare | 9.49% |
| 2 | Financials | 7.74% |
| 3 | Consumer Staples | 7.18% |
| 4 | Industrials | 5.99% |
| 5 | Communication Services | 4.69% |
