KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1
+$325K
2
+$290K
3
+$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.1%
1,500
102
$250K 0.1%
13,909
-690
103
$248K 0.1%
3,384
+2
104
$245K 0.1%
4,947
+417
105
$245K 0.1%
1,815
106
$244K 0.1%
4,555
-2,200
107
$241K 0.1%
7,552
-483
108
$234K 0.09%
+1,360
109
$232K 0.09%
5,850
110
$232K 0.09%
17,350
111
$228K 0.09%
2,242
-700
112
$227K 0.09%
5,568
+207
113
$224K 0.09%
2,725
114
$222K 0.09%
+1,866
115
$221K 0.09%
1,269
116
$221K 0.09%
5,727
117
$219K 0.09%
3,153
118
$216K 0.09%
3,793
119
$210K 0.08%
4,534
+34
120
$209K 0.08%
4,890
121
$208K 0.08%
1,922
+3
122
$203K 0.08%
+3,125
123
$202K 0.08%
+3,017
124
$178K 0.07%
4,589
125
$148K 0.06%
13,097
2 3 4
5
6