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
$162M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.28M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.69M
5
ETP
Energy Transfer Partners L.p.
ETP
+$934K

Top Sells

1
+$2.94M
2
+$947K
3
+$305K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$228K

Sector Composition

1 Financials 9.99%
2 Healthcare 9.64%
3 Consumer Staples 8.14%
4 Industrials 5.7%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.14%
7,000
102
$218K 0.13%
+5,163
103
$213K 0.13%
1,950
104
– –
-56,320
105
– –
-3,641
106
– –
-6,447
107
– –
-5,087
1 2 3 4
5