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
$162M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.28M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.69M
5
ETP
Energy Transfer Partners L.p.
ETP
+$934K

Top Sells

1
+$2.94M
2
+$947K
3
+$305K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$228K

Sector Composition

1 Financials 9.99%
2 Healthcare 9.64%
3 Consumer Staples 8.14%
4 Industrials 5.7%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 10.73%
88,917
-1,352
2
$14.9M 9.16%
57,322
+1,003
3
$8.44M 5.2%
90,076
+591
4
$5.92M 3.65%
93,654
+2,166
5
$5.65M 3.48%
108,076
+672
6
$5.11M 3.15%
129,733
+10,239
7
$4.89M 3.01%
87,492
+8,164
8
$4.83M 2.97%
27,748
-1,182
9
$3.76M 2.32%
37,085
+598
10
$3.64M 2.24%
28,883
+42
11
$3.46M 2.13%
34,755
+1,079
12
$3.38M 2.08%
127,920
-1,904
13
$3.29M 2.03%
+96,993
14
$3.04M 1.87%
175,726
+1,729
15
$3.01M 1.85%
52,965
+13,012
16
$2.99M 1.84%
33,711
+619
17
$2.74M 1.69%
65,576
+1,763
18
$2.55M 1.57%
10,934
+248
19
$2.28M 1.4%
+27,000
20
$2.27M 1.4%
52,513
+2,423
21
$2.21M 1.36%
+6,310
22
$2M 1.23%
51,080
+4,244
23
$1.99M 1.23%
15,480
+822
24
$1.91M 1.18%
18,913
+3
25
$1.79M 1.1%
14,964
-555
1
2 3 4 5