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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.28%
2,471
+30
52
$825K 0.26%
+20,400
53
$821K 0.26%
7,906
+300
54
$780K 0.24%
6,984
-376
55
$768K 0.24%
9,608
-55
56
$681K 0.21%
6,023
+11
57
$666K 0.21%
11,127
58
$653K 0.2%
11,380
-469
59
$649K 0.2%
12,534
60
$628K 0.2%
3,903
-579
61
$616K 0.19%
17,612
+6
62
$611K 0.19%
15,169
+5
63
$567K 0.18%
+4,756
64
$565K 0.18%
15,448
+3,001
65
$557K 0.17%
4,114
+2
66
$513K 0.16%
3,228
67
$507K 0.16%
19,350
68
$499K 0.16%
7,000
69
$471K 0.15%
4,216
-298
70
$468K 0.15%
2,982
71
$463K 0.14%
3,062
+1,193
72
$461K 0.14%
57,300
+21,700
73
$457K 0.14%
3,385
+738
74
$447K 0.14%
4,725
75
$441K 0.14%
4,400
1 2
3
4 5