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
$201M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.17M
3
+$820K
4
XOM icon
Exxon Mobil
XOM
+$651K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$545K

Top Sells

1
+$3.19M
2
+$813K
3
+$304K
4
DIS icon
Walt Disney
DIS
+$260K
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$192K

Sector Composition

1 Communication Services 7.42%
2 Consumer Staples 7.06%
3 Financials 6.71%
4 Industrials 5.15%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.17%
12,407
77
$339K 0.17%
7,039
78
$329K 0.16%
7,777
-436
79
$327K 0.16%
10,198
80
$317K 0.16%
31,401
+519
81
$314K 0.16%
+21,350
82
$313K 0.16%
6,861
+1,724
83
$310K 0.15%
20,516
+1,616
84
$304K 0.15%
13,073
85
$300K 0.15%
13,650
86
$292K 0.15%
7,879
+123
87
$288K 0.14%
2,830
88
$283K 0.14%
7,253
-73
89
$280K 0.14%
7,000
90
$274K 0.14%
2,449
-38
91
$273K 0.14%
+2,060
92
$272K 0.14%
5,900
-45
93
$269K 0.13%
1,955
+185
94
$267K 0.13%
4,610
95
$260K 0.13%
15,740
96
$259K 0.13%
1,815
97
$253K 0.13%
+6,411
98
$248K 0.12%
3,100
99
$245K 0.12%
2,761
+42
100
$245K 0.12%
5,785
+100
1 2 3
4
5