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
$201M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.17M
3
+$820K
4
XOM icon
Exxon Mobil
XOM
+$651K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$545K

Top Sells

1
+$3.19M
2
+$813K
3
+$304K
4
DIS icon
Walt Disney
DIS
+$260K
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$192K

Sector Composition

1 Communication Services 7.42%
2 Consumer Staples 7.06%
3 Financials 6.71%
4 Industrials 5.15%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.12%
4,200
102
$224K 0.11%
4,830
-50
103
$224K 0.11%
3,501
+5
104
$220K 0.11%
+6,620
105
$220K 0.11%
3,000
106
$219K 0.11%
2,725
107
$217K 0.11%
1,954
108
$216K 0.11%
+1,640
109
$214K 0.11%
+17,575
110
$211K 0.1%
5,602
-687
111
$210K 0.1%
+10,188
112
$209K 0.1%
14,791
113
$203K 0.1%
+2,279
114
$203K 0.1%
+4,890
115
$202K 0.1%
3,153
-125
116
$175K 0.09%
12,414
+2,350
117
$158K 0.08%
4,468
-112
118
$156K 0.08%
13,097
+2,075
119
$131K 0.07%
10,000
120
$86K 0.04%
10,833
121
– –
-2,654
122
– –
-26,629
123
– –
-19,778
1 2 3 4
5