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
$173M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.23M
3
+$1.09M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$437K
5
BX icon
Blackstone
BX
+$422K

Top Sells

1
+$5.32M
2
+$3.48M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M
5
GNW icon
Genworth Financial
GNW
+$1.05M

Sector Composition

1 Healthcare 9.31%
2 Financials 7.51%
3 Consumer Staples 6.25%
4 Industrials 5.9%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.16%
8,631
-2,500
77
$279K 0.16%
7,000
78
$279K 0.16%
14,150
79
$279K 0.16%
26,683
-18,876
80
$267K 0.15%
17,900
-2,800
81
$262K 0.15%
3,100
-1,300
82
$262K 0.15%
15,740
83
$254K 0.15%
9,185
-43,559
84
$252K 0.15%
5,280
-800
85
$251K 0.14%
3,225
-1,500
86
$246K 0.14%
4,382
-557
87
$246K 0.14%
5,900
-45
88
$244K 0.14%
10,897
-1,509
89
$243K 0.14%
+1,169
90
$238K 0.14%
7,630
-687
91
$238K 0.14%
4,787
-100
92
$230K 0.13%
6,625
93
$230K 0.13%
5,719
-3,750
94
$227K 0.13%
6,520
+550
95
$226K 0.13%
3,631
-644
96
$221K 0.13%
2,995
-1,057
97
$216K 0.12%
+1,435
98
$211K 0.12%
5,260
-433
99
$211K 0.12%
+1,800
100
$210K 0.12%
3,324
-2,511
1 2 3
4
5