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
$276M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$1.52M
4
MA icon
Mastercard
MA
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Top Sells

1
+$2.4M
2
+$2.37M
3
+$1.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$839K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$720K

Sector Composition

1 Financials 8.77%
2 Technology 7%
3 Consumer Discretionary 5.93%
4 Industrials 5.72%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.3%
6,128
+4,635
52
$710K 0.26%
7,360
+1
53
$699K 0.25%
9,663
+244
54
$664K 0.24%
6,369
-173
55
$658K 0.24%
6,012
-289
56
$657K 0.24%
+11,127
57
$654K 0.24%
2,441
-8,972
58
$640K 0.23%
7,606
+1,656
59
$628K 0.23%
15,164
+490
60
$585K 0.21%
11,849
-544
61
$525K 0.19%
17,606
-1,794
62
$523K 0.19%
4,112
+102
63
$518K 0.19%
9,969
+4,051
64
$488K 0.18%
12,534
-100
65
$469K 0.17%
7,000
66
$440K 0.16%
4,514
+1
67
$437K 0.16%
19,350
68
$432K 0.16%
4,725
69
$427K 0.15%
2,982
-1,110
70
$426K 0.15%
3,228
-140
71
$426K 0.15%
12,447
-1,318
72
$424K 0.15%
8,965
73
$424K 0.15%
10,702
-2,000
74
$419K 0.15%
3,886
-51
75
$396K 0.14%
+3,000
1 2
3
4 5