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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
$163M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.86M
3
+$636K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$625K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$530K

Top Sells

1
+$4.03M
2
+$2.41M
3
+$1.79M
4
ABBV icon
AbbVie
ABBV
+$1.46M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$909K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$186K 0.11%
14,791
102
$155K 0.1%
+12,091
103
$142K 0.09%
4,848
-10
104
$141K 0.09%
11,487
-344
105
$132K 0.08%
10,064
106
– –
-10,833
107
– –
-10,384
108
– –
-2,596
109
– –
-3,316
110
– –
-14,350
111
– –
-5,260
112
– –
-8,835
113
– –
-5,085
114
– –
-6,625
115
– –
-6,528
116
– –
-10,872
117
– –
-13,000
118
– –
-2,995
119
– –
-4,200
120
– –
-4,340
121
– –
-8,736
122
– –
-16,750
123
– –
-12,019
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