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
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.03M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
XOM icon
Exxon Mobil
XOM
+$807K

Top Sells

1
+$909K
2
+$901K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
BX icon
Blackstone
BX
+$297K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.31%
7,728
-765
52
$683K 0.31%
3,250
-4,327
53
$667K 0.3%
16,820
+2,480
54
$664K 0.3%
6,070
+279
55
$607K 0.27%
13,800
+4,000
56
$599K 0.27%
3,828
+687
57
$590K 0.27%
4,725
+1,500
58
$590K 0.27%
13,969
+3,771
59
$587K 0.26%
10,656
+2,254
60
$578K 0.26%
5,038
+1
61
$524K 0.24%
19,391
-10,995
62
$509K 0.23%
14,027
-245
63
$497K 0.22%
10,619
64
$462K 0.21%
36,908
+2,000
65
$458K 0.21%
2,887
66
$451K 0.2%
6,919
+1,827
67
$440K 0.2%
9,149
+1,063
68
$433K 0.19%
7,710
+1,179
69
$431K 0.19%
13,971
+2,675
70
$417K 0.19%
8,642
+533
71
$414K 0.19%
7,081
-3,786
72
$414K 0.19%
3,100
73
$413K 0.19%
25,017
+12
74
$400K 0.18%
3,037
75
$393K 0.18%
9,481
+3,696
1 2
3
4 5