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
$160M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.4M
3
+$1.67M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.04M

Top Sells

1
+$3.38M
2
+$3.29M
3
+$1.99M
4
DEO icon
Diageo
DEO
+$1.94M
5
BAC icon
Bank of America
BAC
+$1.76M

Sector Composition

1 Healthcare 9.49%
2 Financials 7.74%
3 Consumer Staples 7.18%
4 Industrials 5.99%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 11.35%
91,889
+2,972
2
$14.4M 9.04%
57,818
+496
3
$9.07M 5.69%
91,810
+1,734
4
$5.75M 3.6%
107,732
-344
5
$5.68M 3.56%
94,484
+830
6
$5.65M 3.54%
138,401
+8,668
7
$5.6M 3.51%
107,424
+19,932
8
$5.43M 3.41%
50,124
+15,369
9
$4.31M 2.7%
24,213
-3,535
10
$3.58M 2.25%
37,813
+728
11
$3.33M 2.09%
254,572
+78,846
12
$3.23M 2.03%
55,939
+2,974
13
$3.17M 1.98%
144,645
+109,617
14
$3.16M 1.98%
33,970
+259
15
$3.09M 1.93%
11,211
+4,901
16
$3.05M 1.91%
66,323
+747
17
$2.6M 1.63%
+29,171
18
$2.25M 1.41%
54,008
+1,495
19
$2.25M 1.41%
27,864
+864
20
$2.16M 1.35%
10,894
-40
21
$1.87M 1.17%
19,917
+1,004
22
$1.8M 1.13%
15,197
+233
23
$1.79M 1.12%
9,773
+1,304
24
$1.67M 1.05%
57,718
+22,201
25
$1.65M 1.03%
32,722
-98
1
2 3 4 5