KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$850K
3
+$849K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$649K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$256K

Top Sells

1
+$681K
2
+$670K
3
+$215K
4
EUO icon
ProShares UltraShort Euro
EUO
+$202K
5
DEO icon
Diageo
DEO
+$153K

Sector Composition

1 Consumer Staples 11.73%
2 Consumer Discretionary 7.41%
3 Energy 7.06%
4 Utilities 6.33%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.05%
54,653
+952
2
$9.92M 6.46%
59,057
+3,862
3
$6.93M 4.51%
87,862
+858
4
$6.02M 3.92%
49,509
+417
5
$5.34M 3.48%
111,752
+1,152
6
$4.86M 3.16%
89,986
+1,216
7
$4.78M 3.11%
37,635
-1,205
8
$4.32M 2.81%
24,384
+251
9
$4.11M 2.68%
114,676
+2,296
10
$3.88M 2.52%
137,552
+848
11
$3.82M 2.48%
76,468
+3,064
12
$3.51M 2.28%
36,467
+640
13
$3.5M 2.28%
45,106
+642
14
$3.49M 2.27%
43,939
+268
15
$3.25M 2.11%
37,749
-160
16
$3.19M 2.08%
92,970
+890
17
$2.81M 1.83%
179,540
+60
18
$2.71M 1.76%
56,549
-81
19
$2.51M 1.64%
27,799
+1,422
20
$2.11M 1.38%
47,272
-290
21
$2.1M 1.36%
82,046
-1,080
22
$2.04M 1.33%
36,965
+250
23
$1.96M 1.28%
42,079
-120
24
$1.82M 1.19%
15,514
+657
25
$1.71M 1.11%
+24,456
1
2 3 4 5