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
$173M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.23M
3
+$1.09M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$437K
5
BX icon
Blackstone
BX
+$422K

Top Sells

1
+$5.32M
2
+$3.48M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
5
GNW icon
Genworth Financial
GNW
+$1.05M

Sector Composition

1 Healthcare 9.31%
2 Financials 7.51%
3 Consumer Staples 6.25%
4 Industrials 5.9%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.34%
5,156
-4,226
52
$553K 0.32%
14,075
-3,343
53
$543K 0.31%
8,468
+395
54
$498K 0.29%
5,140
-100
55
$478K 0.28%
54,178
-6,192
56
$443K 0.26%
12,433
-2,343
57
$438K 0.25%
10,773
-897
58
$437K 0.25%
+5,817
59
$370K 0.21%
6,123
-1,567
60
$369K 0.21%
11,200
-2,163
61
$365K 0.21%
4,760
-932
62
$361K 0.21%
6,584
-314
63
$355K 0.2%
+8,601
64
$351K 0.2%
2,713
65
$340K 0.2%
3,752
-650
66
$332K 0.19%
4,091
+315
67
$328K 0.19%
5,690
-3,626
68
$318K 0.18%
4,073
-100
69
$313K 0.18%
12,407
70
$309K 0.18%
7,039
71
$304K 0.18%
4,291
-900
72
$304K 0.18%
13,850
-6,500
73
$300K 0.17%
3,100
-298
74
$295K 0.17%
4,340
-561
75
$288K 0.17%
3,335
-250
1 2
3
4 5