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
$163M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.75M
3
+$597K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$589K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$505K

Top Sells

1
+$3.91M
2
+$2.41M
3
+$1.63M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$847K

Sector Composition

1 Healthcare 8.66%
2 Consumer Staples 6.9%
3 Financials 6.83%
4 Consumer Discretionary 5.08%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.18%
4,073
77
$291K 0.18%
6,048
-264
78
$290K 0.18%
7,000
79
$282K 0.17%
13,173
+23
80
$282K 0.17%
3,225
81
$281K 0.17%
3,120
-100
82
$279K 0.17%
7,570
83
$269K 0.17%
7,517
+107
84
$263K 0.16%
5,880
85
$262K 0.16%
8,700
-11
86
$261K 0.16%
13,650
87
$261K 0.16%
17,900
88
$251K 0.15%
16,461
+1,300
89
$250K 0.15%
7,840
+100
90
$248K 0.15%
2,303
+13
91
$248K 0.15%
15,740
92
$244K 0.15%
4,295
93
$242K 0.15%
5,945
94
$238K 0.15%
7,194
-49,312
95
$237K 0.15%
7,039
96
$230K 0.14%
5,735
+66
97
$228K 0.14%
4,787
98
$223K 0.14%
3,277
+7
99
$214K 0.13%
3,100
100
$198K 0.12%
3,180
+640
1 2 3
4
5