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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.07%
4,316
+329
127
$212K 0.07%
2,900
-1,000
128
$212K 0.07%
+1,691
129
$208K 0.07%
+3,988
130
$204K 0.06%
+1,248
131
$201K 0.06%
+4,034
132
$169K 0.05%
13,252
133
$159K 0.05%
12,549
134
$143K 0.04%
3,694
135
$88K 0.03%
1,216
136
– –
-3,830
137
– –
-3,410
138
– –
-11,739
139
– –
-12,375
140
– –
-12,763
141
– –
-5,400
142
– –
-10,000
143
– –
-34,000
144
– –
-3,000
2 3 4 5
6