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
$283M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$728K
3
+$428K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$369K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$368K

Top Sells

1
+$2.83M
2
+$1.72M
3
+$652K
4
AGN
Allergan plc
AGN
+$451K
5
GSK icon
GSK
GSK
+$442K

Sector Composition

1 Financials 8.5%
2 Communication Services 6.21%
3 Consumer Staples 5.51%
4 Industrials 4.3%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,440
127
– –
-12,369
128
– –
-8,712
129
– –
-13,220
130
– –
-4,048
131
– –
-6,540
2 3 4 5
6