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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.18%
3,037
77
$415K 0.17%
9,351
+623
78
$404K 0.17%
24,780
-237
79
$400K 0.17%
9,431
-50
80
$385K 0.16%
4,147
+81
81
$374K 0.16%
6,712
+504
82
$361K 0.15%
4,400
83
$358K 0.15%
6,584
-497
84
$356K 0.15%
+11,598
85
$350K 0.15%
3,973
-100
86
$320K 0.13%
2,647
+303
87
$318K 0.13%
8,462
+242
88
$318K 0.13%
2,802
+6
89
$318K 0.13%
2,830
90
$310K 0.13%
7,000
91
$310K 0.13%
17,460
-115
92
$309K 0.13%
20,839
-150
93
$307K 0.13%
1,737
+4
94
$302K 0.13%
13,573
+500
95
$299K 0.13%
+2,942
96
$298K 0.12%
4,225
+205
97
$291K 0.12%
+6,755
98
$290K 0.12%
13,827
+174
99
$289K 0.12%
7,470
+362
100
$288K 0.12%
2,403
2 3
4
5 6