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
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.4M
3
+$1.67M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$1.99M
4
DEO icon
Diageo
DEO
+$1.94M
5
BAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.42%
7,942
+266
52
$653K 0.41%
5,621
+39
53
$640K 0.4%
8,544
+2,170
54
$607K 0.38%
24,104
+6,352
55
$587K 0.37%
12,678
+1,453
56
$582K 0.36%
+23,030
57
$568K 0.36%
+23,749
58
$514K 0.32%
+4,422
59
$505K 0.32%
5,140
60
$490K 0.31%
14,199
+1,723
61
$476K 0.3%
+18,609
62
$461K 0.29%
9,012
63
$457K 0.29%
54,873
-7,350
64
$435K 0.27%
5,445
+1,324
65
$390K 0.24%
6,898
-304
66
$381K 0.24%
4,152
+500
67
$370K 0.23%
6,150
+26
68
$360K 0.23%
4,826
69
$326K 0.2%
1,920
+267
70
$320K 0.2%
4,823
71
$312K 0.2%
3,138
+260
72
$301K 0.19%
42
-9
73
$300K 0.19%
2,717
+24
74
$300K 0.19%
+3,500
75
$296K 0.19%
4,291
-92
1 2
3
4 5