KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+0.93%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$349M
AUM Growth
+$349M
(+4.2%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
52.09%
Holding
148
New
12
Increased
58
Reduced
39
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.58M |
| 2 |
Johnson & Johnson
JNJ
|
$1.13M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$893K |
| 4 |
PayPal
PYPL
|
$862K |
| 5 |
Boeing
BA
|
$696K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.24M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$490K |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$419K |
| 4 |
Oracle
ORCL
|
$308K |
| 5 |
Bristol-Myers Squibb
BMY
|
$229K |
Sector Composition
| 1 | Financials | 10.06% |
| 2 | Technology | 7.8% |
| 3 | Consumer Discretionary | 6.21% |
| 4 | Healthcare | 5.79% |
| 5 | Industrials | 5.74% |
