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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
Boeing
BA
+$650K

Sector Composition

1 Financials 9.84%
2 Technology 7.6%
3 Consumer Discretionary 6.43%
4 Industrials 5.49%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.09%
25,000
102
$294K 0.09%
2,312
103
$294K 0.09%
2,650
104
$291K 0.09%
6,884
+434
105
$285K 0.09%
1,077
106
$285K 0.09%
16,058
107
$284K 0.08%
15,388
108
$282K 0.08%
11,747
-200
109
$279K 0.08%
3,354
110
$279K 0.08%
3,393
111
$271K 0.08%
6,345
-300
112
$265K 0.08%
+1,000
113
$264K 0.08%
5,241
+1,207
114
$263K 0.08%
1,815
115
$261K 0.08%
8,363
116
$257K 0.08%
1,537
117
$247K 0.07%
5,683
118
$244K 0.07%
4,613
+1
119
$237K 0.07%
7,650
+9
120
$234K 0.07%
4,568
121
$230K 0.07%
853
-362
122
$229K 0.07%
5,300
-18,800
123
$221K 0.07%
2,502
-114
124
$219K 0.07%
5,171
125
$217K 0.06%
4,129
-187
2 3 4
5
6