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
$283M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$722K
3
+$412K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$379K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$373K

Top Sells

1
+$3.04M
2
+$1.72M
3
+$652K
4
GSK icon
GSK
GSK
+$442K
5
AGN
Allergan plc
AGN
+$411K

Sector Composition

1 Financials 8.5%
2 Communication Services 6.21%
3 Consumer Staples 5.51%
4 Industrials 4.3%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$792K 0.28%
6,948
+22
52
$773K 0.27%
15,593
-100
53
$743K 0.26%
12,534
54
$726K 0.26%
13,828
55
$693K 0.24%
14,051
56
$670K 0.24%
6,348
+946
57
$661K 0.23%
4,725
58
$654K 0.23%
4,461
-288
59
$644K 0.23%
2,184
+311
60
$638K 0.23%
7,635
-3,084
61
$632K 0.22%
4,012
62
$624K 0.22%
19,483
+4
63
$589K 0.21%
2,900
64
$566K 0.2%
3,942
65
$564K 0.2%
5,552
+2,500
66
$554K 0.2%
4,647
+1
67
$534K 0.19%
9,357
+2
68
$528K 0.19%
7,170
+2,140
69
$503K 0.18%
19,800
70
$482K 0.17%
14,035
-203
71
$472K 0.17%
4,400
72
$465K 0.16%
38,276
+1,368
73
$458K 0.16%
2,962
74
$426K 0.15%
8,519
75
$421K 0.15%
6,949
-333
1 2
3
4 5