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
$292M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.21M
3
+$758K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$641K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$364K

Top Sells

1
+$3.39M
2
+$2.44M
3
+$444K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$426K
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$358K

Sector Composition

1 Financials 9.13%
2 Industrials 5.89%
3 Consumer Discretionary 5.8%
4 Technology 4.22%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.09%
1,392
-580
102
$268K 0.09%
11,500
103
$265K 0.09%
4,200
104
$264K 0.09%
6,248
+471
105
$259K 0.09%
3,783
+13
106
$253K 0.09%
5,683
107
$251K 0.09%
3,354
108
$249K 0.09%
500
+25
109
$249K 0.09%
1,493
-346
110
$242K 0.08%
1,309
+46
111
$240K 0.08%
40,600
-3,640
112
$228K 0.08%
1,168
113
$226K 0.08%
2,650
114
$225K 0.08%
1,815
115
$222K 0.08%
4,188
-100
116
$220K 0.08%
4,500
117
$215K 0.07%
4,835
+200
118
$213K 0.07%
2,696
+69
119
$185K 0.06%
12,549
120
$162K 0.06%
13,252
121
$113K 0.04%
1,402
-5,509
122
– –
-2,919
123
– –
-4,223
124
– –
-1,121
125
– –
-1,324
2 3 4
5
6