KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+3.56%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$292M
AUM Growth
+$292M
(+3.6%)
Cap. Flow
+$2.34M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
54.33%
Holding
128
New
–
Increased
55
Reduced
35
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$4.03M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.21M |
| 3 |
Boeing
BA
|
$758K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$641K |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$364K |
Top Sells
| 1 |
Altria Group
MO
|
$3.39M |
| 2 |
PepsiCo
PEP
|
$2.44M |
| 3 |
Philip Morris
PM
|
$444K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$426K |
| 5 |
BUFF
Blue Buffalo Pet Products, Inc
BUFF
|
$358K |
Sector Composition
| 1 | Financials | 9.13% |
| 2 | Industrials | 5.89% |
| 3 | Consumer Discretionary | 5.8% |
| 4 | Technology | 4.22% |
| 5 | Healthcare | 3.9% |