KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-0.3%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$183M
AUM Growth
+$183M
(+5.5%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
48.74%
Holding
122
New
19
Increased
37
Reduced
41
Closed
3
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.32M |
| 2 |
Exxon Mobil
XOM
|
$1.45M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.31M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$718K |
| 5 |
Palo Alto Networks
PANW
|
$547K |
Top Sells
| 1 |
BP
BP
|
$280K |
| 2 |
Boeing
BA
|
$216K |
| 3 |
International Flavors & Fragrances
IFF
|
$211K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$176K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$123K |
Sector Composition
| 1 | Healthcare | 9.27% |
| 2 | Financials | 7.62% |
| 3 | Consumer Staples | 5.81% |
| 4 | Industrials | 4.97% |
| 5 | Consumer Discretionary | 4.65% |
