KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1
+$325K
2
+$290K
3
+$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
GE Aerospace
GE
+$135K

Sector Composition

1 Financials 8.26%
2 Communication Services 7.34%
3 Consumer Staples 6.42%
4 Healthcare 4.8%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.18%
7,398
-208
77
$446K 0.18%
4,148
+1
78
$422K 0.17%
2,962
-75
79
$412K 0.16%
11,598
80
$407K 0.16%
24,792
+12
81
$401K 0.16%
8,951
-480
82
$393K 0.16%
4,400
83
$386K 0.15%
6,538
-174
84
$375K 0.15%
4,875
+650
85
$368K 0.15%
1,860
+123
86
$352K 0.14%
3,959
-14
87
$349K 0.14%
2,796
+149
88
$344K 0.14%
2,830
89
$334K 0.13%
5,986
-598
90
$332K 0.13%
7,000
91
$329K 0.13%
8,462
92
$315K 0.13%
20,839
93
$314K 0.12%
16,752
-708
94
$313K 0.12%
7,996
+526
95
$309K 0.12%
13,573
96
$307K 0.12%
2,403
97
$287K 0.11%
2,702
-100
98
$271K 0.11%
5,609
99
$270K 0.11%
4,200
100
$266K 0.11%
15,388
2 3
4
5 6