KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$809K
3
+$778K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$647K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$253K

Top Sells

1
+$681K
2
+$670K
3
+$215K
4
EUO icon
ProShares UltraShort Euro
EUO
+$202K
5
DEO icon
Diageo
DEO
+$151K

Sector Composition

1 Consumer Staples 11.73%
2 Consumer Discretionary 7.41%
3 Energy 7.06%
4 Utilities 6.33%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,069
102
– –
-18,224
1 2 3 4
5