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
$183M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.45M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$718K
5
PANW icon
Palo Alto Networks
PANW
+$547K

Top Sells

1
+$280K
2
+$216K
3
+$211K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$176K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$123K

Sector Composition

1 Healthcare 9.27%
2 Financials 7.62%
3 Consumer Staples 5.81%
4 Industrials 4.97%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.12%
5,669
-50
102
$220K 0.12%
2,596
103
$215K 0.12%
6,625
104
$209K 0.11%
7,740
-1,445
105
$209K 0.11%
2,995
106
$208K 0.11%
5,260
107
$207K 0.11%
3,270
-54
108
$204K 0.11%
3,316
-315
109
$198K 0.11%
2,540
+24
110
$186K 0.1%
+14,791
111
$180K 0.1%
+13,000
112
$176K 0.1%
+4,200
113
$171K 0.09%
+4,858
114
$138K 0.08%
+11,831
115
$131K 0.07%
+10,064
116
$123K 0.07%
+16,750
117
$111K 0.06%
+10,872
118
$86K 0.05%
+10,833
119
– –
-1,435
120
– –
-8,631
121
– –
-1,800
1 2 3 4
5