KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.08M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$334K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$323K

Top Sells

1
+$4.83M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.42M
5
GIS icon
General Mills
GIS
+$1.23M

Sector Composition

1 Financials 9.74%
2 Consumer Staples 8.62%
3 Healthcare 7.56%
4 Consumer Discretionary 6.81%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.2%
15,740
-39,400
77
$274K 0.19%
13,850
78
$272K 0.19%
4,267
-4,317
79
$270K 0.19%
+1,643
80
$270K 0.19%
+2,678
81
$262K 0.18%
12,407
82
$255K 0.18%
+17,900
83
$255K 0.18%
+18,560
84
$255K 0.18%
+2,728
85
$243K 0.17%
5,900
-8,600
86
$242K 0.17%
5,912
87
$228K 0.16%
+3,641
88
$227K 0.16%
2,713
-500
89
$226K 0.16%
7,000
-17,200
90
$225K 0.16%
+3,100
91
$225K 0.15%
4,437
-7,983
92
$224K 0.15%
+3,324
93
$220K 0.15%
+3,225
94
$217K 0.15%
5,087
-1,593
95
$216K 0.15%
5,588
-11,960
96
$216K 0.15%
+1,950
97
$216K 0.15%
+5,544
98
– –
-14,640
99
– –
-10,600
100
– –
-26,151
1 2 3
4
5