KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
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
+$4.26M
2
+$3.08M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$334K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$323K

Top Sells

1
+$4.83M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.42M
5
GIS icon
General Mills
GIS
+$1.23M

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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-5,300
102
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-36,798
103
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-57,816
104
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-8,694
105
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-41,844
106
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-20,400
107
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-10,089
108
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-18,100
109
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-15,551
110
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-14,208
111
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-37,500
112
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-27,133
113
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-3,905
114
– –
-12,600
1 2 3 4
5