KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+2.9%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$187M
AUM Growth
+$187M
(+0.87%)
Cap. Flow
-$2.82M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
52.9%
Holding
110
New
6
Increased
36
Reduced
41
Closed
3
Top Buys
| 1 |
GE Aerospace
GE
|
$461K |
| 2 |
Wells Fargo
WFC
|
$429K |
| 3 |
Invesco Variable Rate Preferred ETF
VRP
|
$414K |
| 4 |
Meta Platforms (Facebook)
META
|
$282K |
| 5 |
American Electric Power
AEP
|
$229K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.32M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$1.25M |
| 3 |
Abbott
ABT
|
$1.25M |
| 4 |
NVRO
NEVRO CORP.
NVRO
|
$645K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$278K |
Sector Composition
| 1 | Consumer Staples | 7.56% |
| 2 | Communication Services | 7.27% |
| 3 | Healthcare | 6.77% |
| 4 | Financials | 6.59% |
| 5 | Industrials | 5.21% |
