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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.12%
14,599
+526
102
$273K 0.11%
4,200
103
$253K 0.11%
5,609
-550
104
$251K 0.1%
8,035
-3,207
105
$250K 0.1%
15,388
106
$247K 0.1%
3,382
+1
107
$241K 0.1%
1,815
108
$239K 0.1%
1,500
+300
109
$229K 0.1%
2,725
110
$227K 0.09%
17,350
111
$225K 0.09%
5,850
112
$223K 0.09%
3,793
+30
113
$218K 0.09%
4,530
114
$214K 0.09%
+5,727
115
$213K 0.09%
5,361
-382
116
$212K 0.09%
+3,153
117
$210K 0.09%
4,890
118
$207K 0.09%
+4,500
119
$205K 0.09%
+1,919
120
$203K 0.08%
+1,269
121
$180K 0.08%
4,589
+121
122
$145K 0.06%
+12,439
123
$145K 0.06%
13,097
124
– –
-4,084
125
– –
-3,000
2 3 4
5
6