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
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.03M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
XOM icon
Exxon Mobil
XOM
+$807K

Top Sells

1
+$909K
2
+$901K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
BX icon
Blackstone
BX
+$297K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.17%
19,800
+6,150
77
$377K 0.17%
4,066
+1,305
78
$372K 0.17%
12,772
+365
79
$350K 0.16%
+14,950
80
$348K 0.16%
4,073
81
$339K 0.15%
7,039
82
$335K 0.15%
8,728
+951
83
$334K 0.15%
11,242
-1,360
84
$321K 0.14%
17,575
85
$319K 0.14%
7,000
86
$317K 0.14%
4,400
+1,300
87
$316K 0.14%
+6,208
88
$299K 0.13%
20,989
+473
89
$298K 0.13%
+14,073
90
$298K 0.13%
7,013
+152
91
$297K 0.13%
2,833
+384
92
$292K 0.13%
2,830
93
$291K 0.13%
+2,796
94
$284K 0.13%
8,220
+1,600
95
$280K 0.13%
13,073
96
$279K 0.13%
2,344
+389
97
$279K 0.13%
6,159
-1,094
98
$277K 0.12%
3,000
99
$277K 0.12%
4,020
+519
100
$274K 0.12%
4,200
2 3
4
5 6