KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.07%
6,617
+116
102
$337K 0.07%
2,461
103
$332K 0.06%
1,484
104
$330K 0.06%
2,542
105
$325K 0.06%
2,305
106
$315K 0.06%
11,264
-5,544
107
$311K 0.06%
3,278
-370
108
$294K 0.06%
2,640
-50
109
$288K 0.06%
1,050
110
$287K 0.06%
5,672
+54
111
$284K 0.05%
4,679
112
$275K 0.05%
12,000
113
$269K 0.05%
1,626
-75
114
$267K 0.05%
2,959
-725
115
$266K 0.05%
1,111
-33
116
$263K 0.05%
6,522
117
$261K 0.05%
994
-9
118
$261K 0.05%
14,670
119
$260K 0.05%
3,709
+3
120
$259K 0.05%
4,730
121
$257K 0.05%
13,179
-2,579
122
$250K 0.05%
+1,727
123
$249K 0.05%
2,146
124
$246K 0.05%
15,195
+57
125
$236K 0.05%
7,593
-2,992
3 4
5
6 7