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
$163M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.75M
3
+$597K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$589K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$505K

Top Sells

1
+$3.91M
2
+$2.41M
3
+$1.63M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$847K

Sector Composition

1 Healthcare 8.66%
2 Consumer Staples 6.9%
3 Financials 6.83%
4 Consumer Discretionary 5.08%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.33%
53,078
-1,100
52
$541K 0.33%
9,142
+25
53
$541K 0.33%
13,165
-1,230
54
$540K 0.33%
5,055
-136
55
$534K 0.33%
6,035
-44,193
56
$529K 0.33%
4,537
57
$505K 0.31%
+9,800
58
$492K 0.3%
4,990
-150
59
$488K 0.3%
+25,980
60
$486K 0.3%
3,600
61
$460K 0.28%
10,387
+12
62
$446K 0.27%
15,552
-3,234
63
$426K 0.26%
12,566
-1,447
64
$410K 0.25%
4,556
+265
65
$393K 0.24%
3,583
+1,239
66
$382K 0.23%
12,126
+56
67
$376K 0.23%
36,942
+12,182
68
$370K 0.23%
4,443
-117
69
$362K 0.22%
5,817
70
$345K 0.21%
4,801
+41
71
$330K 0.2%
+13,600
72
$329K 0.2%
11,033
+142
73
$320K 0.2%
12,407
74
$302K 0.19%
4,291
-450
75
$299K 0.18%
6,341
+26
1 2
3
4 5