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
$292M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.21M
3
+$758K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$641K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$364K

Top Sells

1
+$3.39M
2
+$2.44M
3
+$444K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$426K
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$358K

Sector Composition

1 Financials 9.13%
2 Industrials 5.89%
3 Consumer Discretionary 5.8%
4 Technology 4.22%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.14%
5,007
+140
77
$393K 0.13%
8,965
+94
78
$391K 0.13%
2,299
-411
79
$376K 0.13%
4,059
80
$375K 0.13%
2,020
+80
81
$374K 0.13%
8,700
+850
82
$373K 0.13%
6,433
-833
83
$373K 0.13%
25,606
-1,000
84
$366K 0.13%
6,598
+73
85
$360K 0.12%
22,380
-536
86
$360K 0.12%
31,340
87
$335K 0.11%
2,844
88
$334K 0.11%
2,501
-96
89
$318K 0.11%
5,746
-397
90
$314K 0.11%
4,804
-772
91
$312K 0.11%
10,917
+585
92
$303K 0.1%
15,507
-638
93
$300K 0.1%
13,823
94
$289K 0.1%
2,010
95
$288K 0.1%
1,927
96
$280K 0.1%
4,192
-275
97
$276K 0.09%
8,422
+304
98
$275K 0.09%
3,388
+1
99
$273K 0.09%
15,388
100
$273K 0.09%
5,353
2 3
4
5 6