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
$283M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$722K
3
+$412K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$379K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$373K

Top Sells

1
+$3.04M
2
+$1.72M
3
+$652K
4
GSK icon
GSK
GSK
+$442K
5
AGN
Allergan plc
AGN
+$411K

Sector Composition

1 Financials 8.5%
2 Communication Services 6.21%
3 Consumer Staples 5.51%
4 Industrials 4.3%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.15%
2,757
-50
77
$412K 0.15%
+2,387
78
$410K 0.14%
3,232
+279
79
$408K 0.14%
8,902
-60
80
$405K 0.14%
7,000
81
$397K 0.14%
4,939
+4
82
$395K 0.14%
7,352
+105
83
$374K 0.13%
25,139
+4,300
84
$374K 0.13%
3,959
85
$373K 0.13%
2,537
+134
86
$370K 0.13%
11,267
87
$367K 0.13%
5,990
+2
88
$362K 0.13%
7,850
89
$355K 0.13%
9,305
+547
90
$352K 0.12%
21,019
-3,686
91
$333K 0.12%
8,318
-144
92
$332K 0.12%
+4,467
93
$327K 0.12%
16,195
-515
94
$327K 0.12%
+9,924
95
$314K 0.11%
13,823
+250
96
$303K 0.11%
8,000
97
$292K 0.1%
3,387
+42
98
$291K 0.1%
15,388
99
$277K 0.1%
1,815
100
$271K 0.1%
2,010
2 3
4
5 6