KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+4.15%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$334M
AUM Growth
+$334M
(+4.7%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
52.63%
Holding
142
New
7
Increased
57
Reduced
38
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.55M |
| 2 |
UnitedHealth
UNH
|
$1.06M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.01M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$953K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$751K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.05M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$1.94M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$846K |
| 4 |
Sanofi
SNY
|
$812K |
| 5 |
Boeing
BA
|
$650K |
Sector Composition
| 1 | Financials | 9.84% |
| 2 | Technology | 7.6% |
| 3 | Consumer Discretionary | 6.43% |
| 4 | Industrials | 5.49% |
| 5 | Healthcare | 5.28% |
