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
$186M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.82M
3
+$2.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$6.49M
2
+$3.13M
3
+$2.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$582K

Sector Composition

1 Healthcare 8.15%
2 Communication Services 7.08%
3 Consumer Staples 7.05%
4 Financials 6.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$168K 0.09%
12,091
102
$145K 0.08%
4,800
+1
103
$140K 0.08%
10,064
104
$4K ﹤0.01%
11,500
105
– –
-8,220
106
– –
-1,491
107
– –
-57,576
108
– –
-789
109
– –
-138,318
110
– –
-2,178
1 2 3 4
5