KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+2.42%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$173M
AUM Growth
+$173M
(-7.9%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-6.64%
Top 10 Holdings %
Top 10 Hldgs %
51.72%
Holding
120
New
7
Increased
20
Reduced
69
Closed
17
Top Buys
| 1 |
Visa
V
|
$5.46M |
| 2 |
iShares Biotechnology ETF
IBB
|
$4.38M |
| 3 |
AGN
Allergan plc
AGN
|
$2.23M |
| 4 |
UnitedHealth
UNH
|
$1.09M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$437K |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$5.32M |
| 2 |
Exxon Mobil
XOM
|
$3.48M |
| 3 |
APL
ATLAS PIPELINE PARTNERS LP UTS
APL
|
$2.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.2M |
| 5 |
Genworth Financial
GNW
|
$1.05M |
Sector Composition
| 1 | Healthcare | 9.31% |
| 2 | Financials | 7.51% |
| 3 | Consumer Staples | 6.25% |
| 4 | Industrials | 5.9% |
| 5 | Consumer Discretionary | 4.98% |
