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
$186M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.82M
3
+$2.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$6.49M
2
+$3.13M
3
+$2.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$582K

Sector Composition

1 Healthcare 8.15%
2 Communication Services 7.08%
3 Consumer Staples 7.05%
4 Financials 6.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.35%
11,459
+75
52
$584K 0.31%
9,142
53
$532K 0.29%
5,182
-5,668
54
$526K 0.28%
9,800
55
$520K 0.28%
4,935
-55
56
$513K 0.28%
13,440
+300
57
$480K 0.26%
6,035
58
$477K 0.26%
4,308
+597
59
$429K 0.23%
3,537
-1,000
60
$428K 0.23%
31,366
+3,450
61
$425K 0.23%
3,100
-500
62
$384K 0.21%
4,705
+241
63
$366K 0.2%
3,299
-227
64
$356K 0.19%
12,010
-145
65
$351K 0.19%
8,270
+700
66
$344K 0.19%
3,225
67
$339K 0.18%
6,729
+388
68
$326K 0.18%
4,073
69
$318K 0.17%
7,398
70
$309K 0.17%
9,549
-611
71
$302K 0.16%
18,614
72
$302K 0.16%
13,073
-100
73
$299K 0.16%
10,650
74
$291K 0.16%
+3,808
75
$289K 0.16%
5,708
+320
1 2
3
4 5