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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.23%
7,701
+5,038
52
$1.17M 0.23%
12,161
-1,016
53
$1.17M 0.23%
10,610
+75
54
$1.1M 0.21%
5,000
55
$1.04M 0.2%
5,973
56
$1.01M 0.19%
43,619
-289
57
$998K 0.19%
26,459
-4,262
58
$952K 0.18%
7,001
-856
59
$946K 0.18%
5,259
+3,795
60
$928K 0.18%
3,140
-4
61
$923K 0.18%
1,136
62
$888K 0.17%
13,634
63
$856K 0.17%
1,960
+182
64
$824K 0.16%
1,800
+800
65
$808K 0.16%
7,412
-28
66
$697K 0.13%
11,040
+1,300
67
$680K 0.13%
4,140
-330
68
$668K 0.13%
3,186
-107
69
$665K 0.13%
4,523
-42,509
70
$656K 0.13%
4,012
-23
71
$647K 0.13%
3,611
+2
72
$608K 0.12%
10,319
+17
73
$602K 0.12%
8,186
-883
74
$563K 0.11%
7,000
75
$551K 0.11%
2,288
-24
1 2
3
4 5