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
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.7M
3
+$2.01M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.64M

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.12M
4
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
+$891K
5
PVTD
PrivateBancorp, Inc.
PVTD
+$761K

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.45%
30,668
+6,564
52
$843K 0.45%
9,430
+1,488
53
$698K 0.37%
+17,418
54
$655K 0.35%
11,107
+2,095
55
$583K 0.31%
5,240
+100
56
$573K 0.3%
14,776
+577
57
$542K 0.29%
11,670
-1,008
58
$526K 0.28%
+12,519
59
$509K 0.27%
60,370
+5,497
60
$498K 0.26%
+9,316
61
$491K 0.26%
8,073
-11,656
62
$481K 0.26%
7,690
+1,540
63
$476K 0.25%
5,692
+866
64
$461K 0.25%
45,559
+15,143
65
$449K 0.24%
3,633
-3,273
66
$418K 0.22%
20,350
+6,500
67
$413K 0.22%
5,835
+2,511
68
$401K 0.21%
4,725
+1,500
69
$400K 0.21%
9,469
+3,881
70
$399K 0.21%
5,191
+900
71
$395K 0.21%
+13,363
72
$394K 0.21%
4,402
+250
73
$380K 0.2%
4,155
+1,254
74
$374K 0.2%
6,898
75
$367K 0.2%
+26,724
1 2
3
4 5