KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
+$2.57M
2
+$2.54M
3
+$1.59M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.49M
5
GNW icon
Genworth Financial
GNW
+$1.14M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$2.03M
4
BA icon
Boeing
BA
+$1.99M
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
$653K 0.41%
5,621
+39
52
$640K 0.4%
8,544
+2,170
53
$607K 0.38%
24,104
+6,352
54
$587K 0.37%
12,678
+1,453
55
$582K 0.36%
+23,030
56
$568K 0.36%
+23,749
57
$514K 0.32%
+4,422
58
$505K 0.32%
5,140
59
$490K 0.31%
14,199
+1,723
60
$476K 0.3%
+18,609
61
$461K 0.29%
9,012
62
$457K 0.29%
54,873
-7,350
63
$435K 0.27%
5,445
+1,324
64
$390K 0.24%
6,898
-304
65
$381K 0.24%
4,152
+500
66
$370K 0.23%
6,150
+26
67
$360K 0.23%
4,826
68
$326K 0.2%
1,920
+267
69
$320K 0.2%
4,823
70
$312K 0.2%
3,138
+260
71
$301K 0.19%
42
-9
72
$300K 0.19%
2,717
+24
73
$300K 0.19%
+3,500
74
$296K 0.19%
4,291
-92
75
$295K 0.18%
30,416
1 2
3
4 5