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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,919
127
– –
-3,380
128
– –
-7,039
129
– –
-5,945
130
– –
-12,772
2 3 4 5
6