KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
Boeing
BA
+$650K

Sector Composition

1 Financials 9.84%
2 Technology 7.6%
3 Consumer Discretionary 6.43%
4 Industrials 5.49%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$921K 0.28%
17,020
-15,640
52
$867K 0.26%
10,305
+697
53
$782K 0.23%
17,615
+3
54
$711K 0.21%
19,315
+3,867
55
$696K 0.21%
+4,110
56
$695K 0.21%
6,368
-616
57
$688K 0.21%
5,951
-72
58
$659K 0.2%
12,534
59
$654K 0.2%
12,807
+8,130
60
$643K 0.19%
4,756
61
$636K 0.19%
15,400
-5,000
62
$619K 0.19%
15,068
-101
63
$564K 0.17%
3,228
64
$561K 0.17%
4,116
+2
65
$544K 0.16%
11,480
+100
66
$527K 0.16%
7,000
67
$507K 0.15%
2,982
68
$501K 0.15%
19,350
69
$496K 0.15%
2,964
+1,386
70
$483K 0.14%
10,655
+1,503
71
$471K 0.14%
3,575
+190
72
$456K 0.14%
8,965
73
$447K 0.13%
12,141
+1,212
74
$443K 0.13%
10,102
75
$426K 0.13%
3,250
+1,200
1 2
3
4 5