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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.09%
6,450
-1,722
102
$285K 0.09%
4,200
103
$285K 0.09%
15,388
104
$282K 0.09%
25,000
105
$277K 0.09%
+2,050
106
$272K 0.09%
3,393
-15
107
$271K 0.08%
+8,363
108
$270K 0.08%
3,354
109
$270K 0.08%
11,947
+790
110
$269K 0.08%
+938
111
$261K 0.08%
1,077
112
$261K 0.08%
4,834
+4
113
$253K 0.08%
16,058
+1,201
114
$249K 0.08%
12,500
-4,000
115
$247K 0.08%
1,537
-815
116
$245K 0.08%
19,500
-9,500
117
$245K 0.08%
4,612
-109
118
$244K 0.08%
5,683
119
$243K 0.08%
7,641
-737
120
$235K 0.07%
2,616
121
$234K 0.07%
+4,677
122
$234K 0.07%
1,815
123
$231K 0.07%
1,578
-4,550
124
$221K 0.07%
+4,568
125
$219K 0.07%
+5,171
2 3 4
5
6