KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.66M
3 +$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1 +$325K
2 +$290K
3 +$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
GE Aerospace
GE
+$135K

Sector Composition

1 Financials 8.26%
2 Communication Services 7.34%
3 Consumer Staples 6.42%
4 Healthcare 4.8%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$132K 0.05%
11,794
-645
127
$77K 0.03%
+13,200
128
$50K 0.02%
+2,902
129
-13,827