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
$175M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.34M
3
+$1.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$848K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$576K

Top Sells

1
+$2.26M
2
+$439K
3
+$366K
4
VLO icon
Valero Energy
VLO
+$350K
5
UPS icon
United Parcel Service
UPS
+$315K

Sector Composition

1 Consumer Staples 10.63%
2 Financials 7.35%
3 Healthcare 6.71%
4 Energy 6.14%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,950
102
– –
-3,100
103
– –
-3,295
104
– –
-2,904
105
– –
-19,961
106
– –
-10,260
107
– –
-6,521
108
– –
-8,000
1 2 3 4
5