KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+0.53%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.45%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$11.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$8.85M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.2M |
| 4 |
Chevron
CVX
|
$5.81M |
| 5 |
Visa
V
|
$5.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 12.95% |
| 2 | Energy | 7.49% |
| 3 | Consumer Discretionary | 7.08% |
| 4 | Utilities | 6.88% |
| 5 | Healthcare | 6.08% |
