KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-6.04%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$163M
AUM Growth
+$163M
(-11%)
Cap. Flow
-$7.11M
Cap. Flow
% of AUM
-4.37%
Top 10 Holdings %
Top 10 Hldgs %
49.75%
Holding
125
New
6
Increased
42
Reduced
39
Closed
19
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.75M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$597K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$589K |
| 5 |
iShares MSCI Mexico ETF
EWW
|
$505K |
Top Sells
| 1 |
Union Pacific
UNP
|
$3.91M |
| 2 |
Bread Financial
BFH
|
$2.41M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.63M |
| 4 |
AbbVie
ABBV
|
$1.22M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$847K |
Sector Composition
| 1 | Healthcare | 8.66% |
| 2 | Consumer Staples | 6.9% |
| 3 | Financials | 6.83% |
| 4 | Consumer Discretionary | 5.08% |
| 5 | Communication Services | 3.87% |
