KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+3.03%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$252M
AUM Growth
+$252M
(+5.3%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
50.4%
Holding
129
New
6
Increased
53
Reduced
39
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.07M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.66M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$274K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$243K |
| 5 |
Amgen
AMGN
|
$234K |
Top Sells
| 1 |
Applied Optoelectronics
AAOI
|
$325K |
| 2 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$290K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$196K |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$158K |
| 5 |
GE Aerospace
GE
|
$135K |
Sector Composition
| 1 | Financials | 8.26% |
| 2 | Communication Services | 7.34% |
| 3 | Consumer Staples | 6.42% |
| 4 | Healthcare | 4.8% |
| 5 | Industrials | 4.24% |
