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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
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.56M
3
+$1.96M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.72M
5
XOM icon
Exxon Mobil
XOM
+$1.66M

Top Sells

1
+$3.09M
2
+$1.38M
3
+$1.15M
4
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
+$891K
5
PVTD
PrivateBancorp, Inc.
PVTD
+$761K

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.13%
2,170
-9,929
102
$235K 0.12%
+2,100
103
$233K 0.12%
5,945
+45
104
$226K 0.12%
4,887
+100
105
$225K 0.12%
+4,500
106
$224K 0.12%
5,693
-119
107
$220K 0.12%
+5,275
108
$219K 0.12%
+6,625
109
$219K 0.12%
+5,970
110
$213K 0.11%
+5,910
111
$207K 0.11%
+2,360
112
$206K 0.11%
+4,005
113
$202K 0.11%
+12,703
114
– –
-5,445
115
– –
-18,609
116
– –
-42
117
– –
-29,326
118
– –
-23,030
119
– –
-34,672
120
– –
-5,475
121
– –
-23,749
122
– –
-4,422
123
– –
-2,717
124
– –
-2,511
125
– –
-3,500
2 3 4
5
6