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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.14%
9,152
-817
77
$426K 0.13%
10,102
-600
78
$420K 0.13%
8,965
79
$418K 0.13%
3,886
80
$395K 0.12%
13,894
81
$385K 0.12%
+17,000
82
$378K 0.12%
3,803
83
$368K 0.12%
7,669
84
$355K 0.11%
10,929
+6
85
$353K 0.11%
28,490
86
$352K 0.11%
3,391
+1
87
$345K 0.11%
6,369
88
$344K 0.11%
2,650
89
$343K 0.11%
2,057
90
$342K 0.11%
4,220
+3
91
$337K 0.11%
21,622
+16
92
$326K 0.1%
1,716
+2
93
$324K 0.1%
2,804
94
$323K 0.1%
6,014
+5
95
$315K 0.1%
+1,215
96
$313K 0.1%
+2,818
97
$302K 0.09%
1,932
98
$298K 0.09%
2,358
+192
99
$294K 0.09%
6,645
+225
100
$286K 0.09%
+2,312
2 3
4
5 6