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
$276M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$1.52M
4
MA icon
Mastercard
MA
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Top Sells

1
+$2.4M
2
+$2.37M
3
+$1.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$839K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$720K

Sector Composition

1 Financials 8.77%
2 Technology 7%
3 Consumer Discretionary 5.93%
4 Industrials 5.72%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.14%
+13,894
77
$373K 0.14%
4,400
78
$350K 0.13%
+12,763
79
$349K 0.13%
7,669
-1,100
80
$340K 0.12%
3,803
81
$339K 0.12%
10,923
82
$334K 0.12%
1,714
+376
83
$325K 0.12%
2,352
-310
84
$323K 0.12%
6,369
+1,016
85
$317K 0.11%
28,490
-1,000
86
$307K 0.11%
2,650
87
$302K 0.11%
3,390
+1
88
$291K 0.11%
21,606
-88
89
$288K 0.1%
2,647
+54
90
$283K 0.1%
4,217
-38
91
$282K 0.1%
6,009
-1,294
92
$280K 0.1%
2,804
-46
93
$278K 0.1%
8,172
94
$278K 0.1%
11,157
-2,666
95
$277K 0.1%
3,410
-13,673
96
$275K 0.1%
+12,375
97
$272K 0.1%
+16,500
98
$270K 0.1%
2,057
+469
99
$263K 0.1%
2,166
-1,223
100
$259K 0.09%
1,932
+20
2 3
4
5 6