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
$145M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.79M
3
+$1.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$351K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$310K

Top Sells

1
+$4.72M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.38M
5
GIS icon
General Mills
GIS
+$1.17M

Sector Composition

1 Financials 9.74%
2 Consumer Staples 8.62%
3 Healthcare 7.56%
4 Consumer Discretionary 6.81%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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104
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105
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107
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110
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111
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-37,500
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-3,905
114
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-12,600
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5