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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
Boeing
BA
+$650K

Sector Composition

1 Financials 9.84%
2 Technology 7.6%
3 Consumer Discretionary 6.43%
4 Industrials 5.49%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.13%
4,400
77
$419K 0.13%
7,669
78
$419K 0.13%
+6,439
79
$414K 0.12%
2,968
+150
80
$407K 0.12%
3,937
-279
81
$400K 0.12%
24,500
+7,500
82
$397K 0.12%
2,057
83
$392K 0.12%
3,392
+1
84
$391K 0.12%
13,065
-829
85
$390K 0.12%
4,725
86
$384K 0.11%
2,440
-622
87
$384K 0.11%
3,803
88
$375K 0.11%
6,253
-116
89
$363K 0.11%
6,637
+1,803
90
$337K 0.1%
27,490
-1,000
91
$336K 0.1%
38,800
-18,500
92
$335K 0.1%
21,423
-199
93
$334K 0.1%
2,814
+10
94
$318K 0.1%
1,128
+190
95
$317K 0.09%
3,874
-346
96
$316K 0.09%
1,932
97
$315K 0.09%
6,585
+571
98
$314K 0.09%
2,366
+8
99
$308K 0.09%
+5,399
100
$307K 0.09%
4,200
2 3
4
5 6