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
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.7M
3
+$2.01M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.64M

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.12M
4
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
+$891K
5
PVTD
PrivateBancorp, Inc.
PVTD
+$761K

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.19%
+11,131
77
$350K 0.19%
4,400
+1,300
78
$344K 0.18%
4,901
+634
79
$329K 0.17%
4,173
-4,371
80
$313K 0.17%
+3,398
81
$309K 0.16%
3,585
+265
82
$307K 0.16%
7,039
+444
83
$304K 0.16%
20,700
+2,800
84
$301K 0.16%
8,317
+1,048
85
$300K 0.16%
4,939
+502
86
$295K 0.16%
4,275
+1,070
87
$295K 0.16%
3,776
-6,803
88
$293K 0.16%
4,052
-771
89
$291K 0.15%
12,407
90
$289K 0.15%
+7,967
91
$287K 0.15%
+9,890
92
$285K 0.15%
6,080
+1,100
93
$284K 0.15%
+15,740
94
$279K 0.15%
2,713
+100
95
$275K 0.15%
12,406
+250
96
$272K 0.14%
+5,533
97
$269K 0.14%
+14,150
98
$264K 0.14%
7,000
99
$260K 0.14%
+7,672
100
$251K 0.13%
+19,459
2 3
4
5 6