KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+8.57%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$378M
AUM Growth
+$378M
(+8.4%)
Cap. Flow
+$1.95M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
52.22%
Holding
150
New
7
Increased
50
Reduced
55
Closed
8
Top Buys
| 1 |
Comcast
CMCSA
|
$3.08M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$702K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$628K |
| 4 |
JD.com
JD
|
$500K |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$480K |
Top Sells
| 1 |
PayPal
PYPL
|
$1.33M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$624K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$605K |
| 4 |
Invesco QQQ Trust
QQQ
|
$387K |
| 5 |
UnitedHealth
UNH
|
$343K |
Sector Composition
| 1 | Financials | 9.93% |
| 2 | Technology | 8.48% |
| 3 | Healthcare | 5.98% |
| 4 | Consumer Discretionary | 5.87% |
| 5 | Industrials | 5.22% |
