KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.11%
1,808
77
$534K 0.1%
1,718
78
$519K 0.1%
2,088
-235
79
$514K 0.1%
19,526
80
$512K 0.1%
3,114
+15
81
$502K 0.1%
4,625
82
$497K 0.1%
3,161
+318
83
$494K 0.1%
29,457
-1,000
84
$486K 0.09%
1,863
+34
85
$480K 0.09%
16,686
+388
86
$446K 0.09%
4,152
-568
87
$438K 0.08%
3,226
-62,419
88
$429K 0.08%
5,103
+200
89
$424K 0.08%
1,100
90
$423K 0.08%
4,511
-66
91
$417K 0.08%
30,185
+15
92
$401K 0.08%
2,720
+79
93
$398K 0.08%
2,000
94
$383K 0.07%
3,064
-150
95
$381K 0.07%
3,740
-4
96
$353K 0.07%
3,397
+2
97
$350K 0.07%
3,604
-179
98
$350K 0.07%
3,543
-130
99
$348K 0.07%
3,450
100
$347K 0.07%
10,312
-154
2 3
4
5 6