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
$186M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.82M
3
+$2.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$6.49M
2
+$3.13M
3
+$2.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$582K

Sector Composition

1 Healthcare 8.15%
2 Communication Services 7.08%
3 Consumer Staples 7.05%
4 Financials 6.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.15%
12,407
77
$276K 0.15%
8,539
-163
78
$275K 0.15%
7,000
79
$270K 0.15%
13,650
80
$270K 0.15%
7,039
81
$267K 0.14%
2,830
82
$267K 0.14%
17,900
83
$264K 0.14%
5,685
+6
84
$264K 0.14%
5,900
-45
85
$263K 0.14%
2,392
+8
86
$259K 0.14%
4,787
87
$256K 0.14%
15,740
88
$255K 0.14%
10,198
-1,928
89
$245K 0.13%
2,466
-28,909
90
$235K 0.13%
+1,796
91
$229K 0.12%
+3,000
92
$219K 0.12%
+4,200
93
$218K 0.12%
6,311
-649
94
$216K 0.12%
3,100
95
$214K 0.12%
+2,007
96
$212K 0.11%
5,097
-105
97
$211K 0.11%
4,880
-1,000
98
$206K 0.11%
1,815
99
$199K 0.11%
14,791
100
$191K 0.1%
19,778
1 2 3
4
5