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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
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
– –
-5,300
102
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-36,798
103
– –
-57,816
104
– –
-8,694
105
– –
-41,844
106
– –
-20,400
107
– –
-10,089
108
– –
-18,100
109
– –
-15,551
110
– –
-14,208
111
– –
-37,500
112
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-27,133
113
– –
-3,905
114
– –
-12,600
1 2 3 4
5