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
$201M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.17M
3
+$820K
4
XOM icon
Exxon Mobil
XOM
+$651K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$545K

Top Sells

1
+$3.19M
2
+$813K
3
+$304K
4
DIS icon
Walt Disney
DIS
+$260K
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$192K

Sector Composition

1 Communication Services 7.42%
2 Consumer Staples 7.06%
3 Financials 6.71%
4 Industrials 5.15%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.32%
7,382
+2,186
52
$638K 0.32%
5,791
+685
53
$588K 0.29%
6,027
-9
54
$586K 0.29%
10,867
+1,700
55
$577K 0.29%
14,340
+900
56
$551K 0.27%
5,037
+1
57
$539K 0.27%
14,272
+2,681
58
$501K 0.25%
+34,908
59
$475K 0.24%
9,800
60
$438K 0.22%
+2,887
61
$437K 0.22%
+10,619
62
$436K 0.22%
12,602
+1,479
63
$436K 0.22%
8,086
+1,040
64
$433K 0.22%
+21,189
65
$429K 0.21%
3,225
66
$414K 0.21%
25,005
+1,275
67
$404K 0.2%
3,100
68
$393K 0.2%
3,037
69
$389K 0.19%
6,531
-56
70
$372K 0.18%
8,402
-665
71
$365K 0.18%
3,141
-158
72
$363K 0.18%
11,296
+592
73
$355K 0.18%
8,109
+711
74
$349K 0.17%
+5,092
75
$344K 0.17%
4,073
1 2
3
4 5