KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$2.56M
3 +$1.96M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.72M
5
XOM icon
Exxon Mobil
XOM
+$1.66M

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-23,030
127
-34,672