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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.51M
3
+$2.06M
4
BSX icon
Boston Scientific
BSX
+$742K
5
DIS icon
Walt Disney
DIS
+$663K

Top Sells

1
+$21.9M
2
+$19.6M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-8,199
152
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-17,740
153
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-13,934
154
– –
-1,596
155
– –
-3,393
156
– –
-7,668
157
– –
-5,653
158
– –
-8,055
159
– –
-6,148
160
– –
-9,583
161
– –
-4,874
162
– –
-27,000
163
– –
-13,000
3 4 5 6
7