KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.51M
3
+$2.06M
4
BSX icon
Boston Scientific
BSX
+$742K
5
DIS icon
Walt Disney
DIS
+$663K

Top Sells

1
+$21.9M
2
+$19.6M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.16%
18,850
-500
77
$375K 0.16%
2,702
78
$374K 0.16%
6,909
+8
79
$368K 0.16%
3,470
+12
80
$363K 0.16%
+3,000
81
$360K 0.16%
+15,000
82
$359K 0.16%
2,409
-19,057
83
$351K 0.15%
26,200
84
$349K 0.15%
4,625
-100
85
$342K 0.15%
14,800
-7,700
86
$337K 0.15%
3,643
+33
87
$333K 0.14%
+7,875
88
$332K 0.14%
2,207
-100
89
$329K 0.14%
11,420
-270,050
90
$327K 0.14%
6,253
91
$325K 0.14%
1,616
-155
92
$323K 0.14%
+4,000
93
$314K 0.14%
1,000
94
$313K 0.14%
5,615
-996
95
$313K 0.14%
3,864
+1,514
96
$308K 0.13%
3,301
-739
97
$294K 0.13%
13,897
-8,000
98
$294K 0.13%
2,838
99
$293K 0.13%
1,865
-45
100
$284K 0.12%
3,000
2 3
4
5 6