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
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.03M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
XOM icon
Exxon Mobil
XOM
+$807K

Top Sells

1
+$909K
2
+$901K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
BX icon
Blackstone
BX
+$297K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.12%
1,733
+93
102
$267K 0.12%
2,403
+449
103
$267K 0.12%
13,653
+3,465
104
$264K 0.12%
7,108
+697
105
$245K 0.11%
15,388
-352
106
$242K 0.11%
5,945
+45
107
$240K 0.11%
+3,381
108
$229K 0.1%
3,763
-847
109
$227K 0.1%
17,350
-4,000
110
$214K 0.1%
1,815
111
$207K 0.09%
4,530
-300
112
$206K 0.09%
4,890
113
$206K 0.09%
5,743
+141
114
$203K 0.09%
+5,850
115
$203K 0.09%
+3,380
116
$200K 0.09%
+1,200
117
$200K 0.09%
2,725
118
$195K 0.09%
4,468
119
$141K 0.06%
13,097
120
– –
-3,153
121
– –
-10,833
122
– –
-2,279
123
– –
-10,000
124
– –
-12,414
125
– –
-14,791
2 3 4
5
6