KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-13.79%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$276M
AUM Growth
+$276M
(-14%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
52.32%
Holding
145
New
15
Increased
38
Reduced
54
Closed
17
Top Buys
| 1 |
Microsoft
MSFT
|
$4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.73M |
| 3 |
UnitedHealth
UNH
|
$1.52M |
| 4 |
Mastercard
MA
|
$1.21M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$985K |
Top Sells
| 1 |
Netflix
NFLX
|
$2.4M |
| 2 |
Invesco Variable Rate Preferred ETF
VRP
|
$2.37M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.11M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$839K |
| 5 |
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% |
