KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.73M
3
+$2.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
XOM icon
Exxon Mobil
XOM
+$782K

Top Sells

1
+$901K
2
+$896K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
ETP
Energy Transfer Partners L.p.
ETP
+$292K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-21,189
127
– –
-31,401
128
– –
-2,060
129
– –
-7,879
2 3 4 5
6