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
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.4M
3
+$1.67M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$1.99M
4
DEO icon
Diageo
DEO
+$1.94M
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
$295K 0.18%
30,416
77
$290K 0.18%
4,267
78
$287K 0.18%
2,901
+12
79
$282K 0.18%
12,407
80
$281K 0.18%
13,850
81
$273K 0.17%
+3,000
82
$259K 0.16%
12,156
-2,820
83
$258K 0.16%
17,900
84
$253K 0.16%
7,269
-423
85
$250K 0.16%
2,511
-192
86
$247K 0.15%
+4,980
87
$245K 0.15%
+3,205
88
$245K 0.15%
3,320
-140
89
$244K 0.15%
3,225
90
$241K 0.15%
5,812
-100
91
$238K 0.15%
5,588
92
$237K 0.15%
3,100
93
$237K 0.15%
+6,595
94
$236K 0.15%
2,613
-100
95
$234K 0.15%
5,900
96
$233K 0.15%
3,324
97
$231K 0.14%
4,437
98
$221K 0.14%
5,475
99
$212K 0.13%
7,000
100
$211K 0.13%
+4,787
1 2 3
4
5