KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.45M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$718K
5
PANW icon
Palo Alto Networks
PANW
+$547K

Top Sells

1
+$280K
2
+$216K
3
+$211K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$176K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.17%
+6,528
77
$310K 0.17%
4,073
78
$308K 0.17%
13,650
-200
79
$308K 0.17%
12,407
80
$301K 0.16%
3,220
-115
81
$280K 0.15%
5,880
+600
82
$276K 0.15%
3,100
83
$275K 0.15%
7,039
84
$271K 0.15%
15,740
85
$270K 0.15%
13,150
+2,253
86
$265K 0.14%
8,711
+1,081
87
$264K 0.14%
4,340
88
$262K 0.14%
7,000
89
$260K 0.14%
17,900
90
$257K 0.14%
3,225
91
$255K 0.14%
+2,344
92
$250K 0.14%
7,570
+1,050
93
$249K 0.14%
5,945
+45
94
$245K 0.13%
24,760
-1,923
95
$240K 0.13%
14,350
+200
96
$240K 0.13%
+2,290
97
$235K 0.13%
+15,161
98
$234K 0.13%
5,085
+405
99
$228K 0.12%
4,295
-87
100
$224K 0.12%
4,787
1 2 3
4
5