KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+2.4%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$186M
AUM Growth
+$186M
(+2.5%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
52.71%
Holding
110
New
7
Increased
40
Reduced
33
Closed
6
Top Buys
| 1 |
Exxon Mobil
XOM
|
$4.61M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.82M |
| 3 |
AT&T
T
|
$2.75M |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.67M |
| 5 |
RTN
Raytheon Company
RTN
|
$1.02M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$6.49M |
| 2 |
ProShares Ultra MidCap400
MVV
|
$3.13M |
| 3 |
Walt Disney
DIS
|
$2.87M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$1.18M |
| 5 |
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% |
