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

Top Buys

1 +$1.15M
2 +$722K
3 +$412K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$379K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$373K

Top Sells

1 +$3.04M
2 +$1.72M
3 +$652K
4
GSK icon
GSK
GSK
+$442K
5
AGN
Allergan plc
AGN
+$411K

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
-8,712
127
-13,220
128
-4,048
129
-6,540
130
-5,727
131
-15,850