KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
1-Year Return
18.5%
This Quarter Return
-5.15%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$509M
AUM Growth
-$29.5M
(-5.5%)
Cap. Flow
+$1.53M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
51.29%
Holding
185
New
12
Increased
58
Reduced
46
Closed
14
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.87M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.21M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.68M |
| 4 |
NVRO
NEVRO CORP.
NVRO
|
$1.52M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.31M |
Top Sells
| 1 |
Amazon
AMZN
|
$11.1M |
| 2 |
Target
TGT
|
$1.8M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.63M |
| 4 |
Eli Lilly
LLY
|
$1.45M |
| 5 |
Invesco QQQ Trust
QQQ
|
$901K |
Sector Composition
| 1 | Technology | 15.51% |
| 2 | Healthcare | 8.87% |
| 3 | Financials | 7.8% |
| 4 | Consumer Discretionary | 6.25% |
| 5 | Consumer Staples | 4.92% |
