KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+5.13%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$188M
AUM Growth
+$188M
(+18%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
11.55%
Top 10 Holdings %
Top 10 Hldgs %
47.37%
Holding
129
New
28
Increased
67
Reduced
15
Closed
16
Top Buys
| 1 |
AutoZone
AZO
|
$2.81M |
| 2 |
APL
ATLAS PIPELINE PARTNERS LP UTS
APL
|
$2.7M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.01M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.79M |
| 5 |
Exxon Mobil
XOM
|
$1.64M |
Top Sells
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$3.09M |
| 2 |
Diageo
DEO
|
$1.13M |
| 3 |
Genworth Financial
GNW
|
$1.12M |
| 4 |
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
|
$891K |
| 5 |
PVTD
PrivateBancorp, Inc.
PVTD
|
$761K |
Sector Composition
| 1 | Healthcare | 10.65% |
| 2 | Financials | 7.84% |
| 3 | Consumer Staples | 6.38% |
| 4 | Energy | 6.11% |
| 5 | Industrials | 5.98% |