KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.54M
3
+$1.59M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.49M
5
GNW icon
Genworth Financial
GNW
+$1.14M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$2.03M
4
BA icon
Boeing
BA
+$1.99M
5
BAC icon
Bank of America
BAC
+$1.76M

Sector Composition

1 Healthcare 9.49%
2 Financials 7.74%
3 Consumer Staples 7.18%
4 Industrials 5.99%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.18%
4,267
77
$287K 0.18%
2,901
+12
78
$282K 0.18%
12,407
79
$281K 0.18%
13,850
80
$273K 0.17%
+3,000
81
$259K 0.16%
12,156
-2,820
82
$258K 0.16%
17,900
83
$253K 0.16%
7,269
-423
84
$250K 0.16%
2,511
-192
85
$247K 0.15%
+4,980
86
$245K 0.15%
+3,205
87
$245K 0.15%
3,320
-140
88
$244K 0.15%
3,225
89
$241K 0.15%
5,812
-100
90
$238K 0.15%
5,588
91
$237K 0.15%
3,100
92
$237K 0.15%
+6,595
93
$236K 0.15%
2,613
-100
94
$234K 0.15%
5,900
95
$233K 0.15%
3,372
96
$231K 0.14%
4,437
97
$221K 0.14%
5,475
98
$212K 0.13%
7,000
99
$211K 0.13%
+4,787
100
– –
-15,480
1 2 3
4
5