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
$276M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$1.52M
4
MA icon
Mastercard
MA
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Top Sells

1
+$2.4M
2
+$2.37M
3
+$1.11M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$839K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$720K

Sector Composition

1 Financials 8.77%
2 Technology 7%
3 Consumer Discretionary 5.93%
4 Industrials 5.72%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.04%
34,000
+13,500
127
$51K 0.02%
+10,000
128
$11K ﹤0.01%
+1,216
129
– –
-1,295
130
– –
-3,792
131
– –
-4,188
132
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-1,770
133
– –
-14,051
134
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-1,184
135
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-7,762
136
– –
-4,500
137
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-41,350
138
– –
-80,840
139
– –
-1,726
140
– –
-11,500
141
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-3,546
142
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-4,713
143
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-6,099
144
– –
-13,431
145
– –
-1,604
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