KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+13.45%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$320M
AUM Growth
+$320M
(+16%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
51.49%
Holding
144
New
16
Increased
55
Reduced
33
Closed
9
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.73M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.49M |
| 3 |
Salesforce
CRM
|
$1.26M |
| 4 |
Gilead Sciences
GILD
|
$1.19M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$834K |
Top Sells
| 1 |
Apple
AAPL
|
$2.06M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.49M |
| 3 |
Invesco Variable Rate Preferred ETF
VRP
|
$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% |
