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
$292M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.21M
3
+$758K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$641K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$364K

Top Sells

1
+$3.39M
2
+$2.44M
3
+$444K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$426K
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$358K

Sector Composition

1 Financials 9.13%
2 Industrials 5.89%
3 Consumer Discretionary 5.8%
4 Technology 4.22%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.24%
4,092
52
$668K 0.23%
6,512
+59
53
$662K 0.23%
14,051
54
$627K 0.21%
19,494
+3
55
$616K 0.21%
3,137
+145
56
$611K 0.21%
12,894
+94
57
$574K 0.2%
9,417
+2
58
$564K 0.19%
16,396
-106
59
$562K 0.19%
12,714
60
$554K 0.19%
2,513
-5
61
$534K 0.18%
3,934
+101
62
$527K 0.18%
3,965
63
$523K 0.18%
4,725
64
$507K 0.17%
4,995
+240
65
$504K 0.17%
6,050
-170
66
$500K 0.17%
13,270
+3,704
67
$488K 0.17%
20,150
68
$483K 0.17%
13,731
-1,057
69
$479K 0.16%
4,512
-27
70
$472K 0.16%
3,420
-235
71
$471K 0.16%
2,990
72
$461K 0.16%
4,400
73
$423K 0.14%
8,769
74
$411K 0.14%
3,377
+64
75
$400K 0.14%
7,000
1 2
3
4 5