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
$145M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.08M
3
+$1.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$334K
5
MVV icon
ProShares Ultra MidCap400
MVV
+$323K

Top Sells

1
+$4.83M
2
+$1.98M
3
+$1.47M
4
XOM icon
Exxon Mobil
XOM
+$1.42M
5
GIS icon
General Mills
GIS
+$1.23M

Sector Composition

1 Financials 9.74%
2 Consumer Staples 8.62%
3 Healthcare 7.56%
4 Consumer Discretionary 6.81%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 11.63%
90,269
+22,793
2
$14.1M 9.73%
56,319
-692
3
$7.85M 5.41%
89,485
-1,188
4
$5.8M 3.99%
107,404
-4,224
5
$5.51M 3.8%
91,488
-1,556
6
$4.39M 3.02%
119,494
+166
7
$4.37M 3.01%
79,328
-570
8
$4.06M 2.79%
22,035
-3,073
9
$3.94M 2.71%
129,824
-7,138
10
$3.59M 2.48%
28,841
-8,682
11
$3.59M 2.47%
28,930
-972
12
$3.58M 2.46%
36,487
+40
13
$3.16M 2.18%
33,676
-11,606
14
$3.08M 2.13%
+173,997
15
$2.76M 1.9%
33,092
-11,559
16
$2.39M 1.65%
63,813
-30,594
17
$2.32M 1.6%
10,686
-484
18
$2.05M 1.42%
39,953
-12,413
19
$2.03M 1.4%
50,090
-8,332
20
$1.95M 1.34%
113,376
-3,661
21
$1.85M 1.27%
18,910
-14,499
22
$1.84M 1.27%
14,658
-1,300
23
$1.81M 1.25%
15,519
+543
24
$1.79M 1.23%
46,836
-1,288
25
$1.67M 1.15%
32,278
-23,699
1
2 3 4 5