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
$276M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$1.52M
4
MA icon
Mastercard
MA
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Top Sells

1
+$2.4M
2
+$2.37M
3
+$1.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$839K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$720K

Sector Composition

1 Financials 8.77%
2 Technology 7%
3 Consumer Discretionary 5.93%
4 Industrials 5.72%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.09%
15,388
102
$252K 0.09%
4,200
103
$251K 0.09%
+25,000
104
$251K 0.09%
+3,830
105
$251K 0.09%
6,420
-2,100
106
$249K 0.09%
+3,900
107
$245K 0.09%
1,869
-141
108
$244K 0.09%
1,815
109
$237K 0.09%
+8,378
110
$230K 0.08%
3,354
111
$226K 0.08%
2,616
112
$222K 0.08%
3,408
113
$222K 0.08%
5,683
114
$220K 0.08%
14,857
115
$219K 0.08%
1,077
-100
116
$211K 0.08%
4,721
+461
117
$210K 0.08%
5,400
+1,850
118
$209K 0.08%
4,830
+25
119
$195K 0.07%
+29,000
120
$158K 0.06%
11,739
-4,567
121
$154K 0.06%
13,252
122
$150K 0.05%
12,549
123
$146K 0.05%
+35,600
124
$144K 0.05%
3,987
-143
125
$127K 0.05%
3,694
-276
2 3 4
5
6