KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.45M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$718K
5
PANW icon
Palo Alto Networks
PANW
+$547K

Top Sells

1
+$280K
2
+$216K
3
+$211K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$176K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$123K

Sector Composition

1 Healthcare 9.27%
2 Financials 7.62%
3 Consumer Staples 5.81%
4 Industrials 4.97%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.39%
+23,930
52
$664K 0.36%
6,205
+23
53
$607K 0.33%
9,117
54
$583K 0.32%
3,600
+887
55
$583K 0.32%
5,191
+35
56
$578K 0.32%
4,537
57
$561K 0.31%
8,835
+367
58
$547K 0.3%
+18,786
59
$511K 0.28%
54,178
60
$498K 0.27%
5,140
61
$489K 0.27%
5,817
62
$468K 0.26%
12,070
-363
63
$465K 0.25%
14,013
-62
64
$463K 0.25%
+12,019
65
$458K 0.25%
10,375
-398
66
$410K 0.22%
6,045
-78
67
$405K 0.22%
4,560
+808
68
$368K 0.2%
4,291
+200
69
$346K 0.19%
10,891
-309
70
$343K 0.19%
6,315
-269
71
$337K 0.18%
8,736
+135
72
$336K 0.18%
4,760
73
$329K 0.18%
6,312
+622
74
$320K 0.18%
7,410
75
$317K 0.17%
4,741
+450
1 2
3
4 5