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
$154M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$850K
3
+$849K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$649K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$256K

Top Sells

1
+$681K
2
+$670K
3
+$215K
4
EUO icon
ProShares UltraShort Euro
EUO
+$202K
5
DEO icon
Diageo
DEO
+$153K

Sector Composition

1 Consumer Staples 11.73%
2 Consumer Discretionary 7.41%
3 Energy 7.06%
4 Utilities 6.33%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.23%
3,802
+200
77
$335K 0.22%
10,600
78
$316K 0.21%
8,694
79
$292K 0.19%
10,304
-1,258
80
$290K 0.19%
32,124
-2,650
81
$277K 0.18%
13,850
82
$266K 0.17%
12,407
83
$257K 0.17%
6,336
84
$256K 0.17%
+3,500
85
$253K 0.16%
+3,958
86
$247K 0.16%
+3,213
87
$244K 0.16%
19,961
88
$237K 0.15%
5,812
-1,519
89
$236K 0.15%
+8,000
90
$236K 0.15%
11,753
-400
91
$235K 0.15%
10,760
92
$230K 0.15%
4,454
+300
93
$229K 0.15%
+3,100
94
$219K 0.14%
5,310
95
$218K 0.14%
3,295
-165
96
$215K 0.14%
6,521
97
$211K 0.14%
1,950
98
$201K 0.13%
+2,960
99
– –
-10,450
100
– –
-15,100
1 2 3
4
5