KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.04%
+8,597
127
$225K 0.04%
1,365
128
$224K 0.04%
+2,885
129
$220K 0.04%
10,200
-10,000
130
$218K 0.04%
+474
131
$216K 0.04%
8,000
132
$214K 0.04%
+3,000
133
$211K 0.04%
2,913
134
$204K 0.04%
2,628
+50
135
$202K 0.04%
+1,692
136
$194K 0.04%
14,941
+25
137
$127K 0.02%
10,440
+8
138
$49K 0.01%
10,000
139
$34K 0.01%
13,000
140
– –
-10,000
141
– –
-25,000
142
– –
-5,416
143
– –
-941
144
– –
-4,545
145
– –
-2,113
146
– –
-16,667
147
– –
-3,633
148
– –
-7,904
149
– –
-3,000
150
– –
-16,000
3 4 5
6
7