KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+8.63%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$489M
AUM Growth
+$489M
(+9.8%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
49.24%
Holding
173
New
13
Increased
57
Reduced
39
Closed
2
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.01M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.49M |
| 3 |
Rackspace Technology
RXT
|
$4.14M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.59M |
| 5 |
Delta Air Lines
DAL
|
$628K |
Top Sells
| 1 |
Salesforce
CRM
|
$6.03M |
| 2 |
Advanced Micro Devices
AMD
|
$5.79M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.81M |
| 4 |
Trustco Bank Corp NY
TRST
|
$1.51M |
| 5 |
Merck
MRK
|
$1.24M |
Sector Composition
| 1 | Technology | 15.46% |
| 2 | Financials | 8.58% |
| 3 | Healthcare | 8.51% |
| 4 | Consumer Discretionary | 8.37% |
| 5 | Consumer Staples | 5.84% |
