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
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.4M
3
+$1.67M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$1.99M
4
DEO icon
Diageo
DEO
+$1.94M
5
BAC icon
Bank of America
BAC
+$1.76M

Sector Composition

1 Healthcare 9.49%
2 Financials 7.74%
3 Consumer Staples 7.18%
4 Industrials 5.99%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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106
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107
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108
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-9,610
109
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110
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111
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-21,880
112
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113
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114
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-127,920
115
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-15,740
116
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-5,035
117
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-16,213
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5