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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$814K 0.34%
7,350
+1,280
52
$774K 0.32%
6,379
+402
53
$766K 0.32%
7,836
+108
54
$752K 0.31%
6,565
-147
55
$736K 0.31%
15,419
+8,406
56
$731K 0.31%
+32,427
57
$719K 0.3%
14,051
+251
58
$718K 0.3%
19,911
+5,884
59
$700K 0.29%
6,606
+1
60
$608K 0.25%
14,197
+228
61
$576K 0.24%
19,395
+4
62
$576K 0.24%
3,720
-108
63
$569K 0.24%
4,725
64
$560K 0.23%
10,060
-596
65
$530K 0.22%
4,939
-99
66
$528K 0.22%
5,000
+2,167
67
$511K 0.21%
3,070
+183
68
$497K 0.21%
10,619
69
$474K 0.2%
8,991
-158
70
$464K 0.19%
8,642
71
$463K 0.19%
36,908
72
$461K 0.19%
7,606
-104
73
$454K 0.19%
3,100
74
$453K 0.19%
13,964
-7
75
$440K 0.18%
19,800
1 2
3
4 5