KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
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 +$4.16M
2 +$1.56M
3 +$1.19M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$808K
5
ABBV icon
AbbVie
ABBV
+$734K

Top Sells

1 +$7.62M
2 +$5.17M
3 +$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$727K
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$544K

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
151
-16,000