KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1
+$325K
2
+$290K
3
+$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
GE Aerospace
GE
+$135K

Sector Composition

1 Financials 8.26%
2 Communication Services 7.34%
3 Consumer Staples 6.42%
4 Healthcare 4.8%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$801K 0.32%
3,608
-164
52
$794K 0.32%
6,379
53
$789K 0.31%
6,953
+388
54
$771K 0.31%
7,461
-375
55
$758K 0.3%
14,051
56
$719K 0.29%
6,606
57
$711K 0.28%
11,500
-5,250
58
$678K 0.27%
20,095
+184
59
$649K 0.26%
19,474
+79
60
$625K 0.25%
14,028
-169
61
$578K 0.23%
3,570
-150
62
$577K 0.23%
32,477
+50
63
$563K 0.22%
4,725
64
$520K 0.21%
4,700
-239
65
$511K 0.2%
9,232
-828
66
$502K 0.2%
4,708
-292
67
$497K 0.2%
10,619
68
$485K 0.19%
2,900
-200
69
$482K 0.19%
8,947
-44
70
$471K 0.19%
36,908
71
$464K 0.18%
19,800
72
$460K 0.18%
3,616
73
$455K 0.18%
9,353
+2
74
$452K 0.18%
14,181
+217
75
$452K 0.18%
3,071
+1
1 2
3
4 5