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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.06%
+9,000
127
$215K 0.06%
1,364
-2,539
128
$215K 0.06%
1,248
129
$207K 0.06%
1,599
-92
130
$206K 0.06%
17,000
-2,500
131
$202K 0.06%
+969
132
$182K 0.05%
13,934
+682
133
$173K 0.05%
12,549
134
$172K 0.05%
4,335
+641
135
$48K 0.01%
+20,000
136
$44K 0.01%
400
-816
137
– –
-1,716
138
– –
-2,900
139
– –
-3,988
140
– –
-3,886
141
– –
-37,714
142
– –
-12,500
2 3 4 5
6