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
$175M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.34M
3
+$1.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$848K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$576K

Top Sells

1
+$2.26M
2
+$439K
3
+$366K
4
VLO icon
Valero Energy
VLO
+$350K
5
UPS icon
United Parcel Service
UPS
+$315K

Sector Composition

1 Consumer Staples 10.63%
2 Financials 7.35%
3 Healthcare 6.71%
4 Energy 6.14%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$453K 0.26%
14,640
-390
77
$442K 0.25%
12,600
78
$424K 0.24%
+3,853
79
$412K 0.23%
13,124
+38
80
$397K 0.23%
14,208
81
$353K 0.2%
3,802
82
$351K 0.2%
4,907
+1,947
83
$350K 0.2%
+6,880
84
$349K 0.2%
12,487
+1,727
85
$344K 0.2%
+4,120
86
$335K 0.19%
10,600
87
$335K 0.19%
8,694
88
$304K 0.17%
6,680
+344
89
$296K 0.17%
31,416
-708
90
$295K 0.17%
12,407
91
$291K 0.17%
+14,504
92
$285K 0.16%
13,850
93
$283K 0.16%
10,089
-215
94
$281K 0.16%
3,213
95
$274K 0.16%
+3,425
96
$266K 0.15%
4,550
+96
97
$252K 0.14%
+2,770
98
$249K 0.14%
12,538
+785
99
$247K 0.14%
5,912
+100
100
– –
-5,310
1 2 3
4
5