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
$188M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.7M
3
+$2.01M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.64M

Top Sells

1
+$3.09M
2
+$1.13M
3
+$1.12M
4
APL.PRE
ATLAS PIPELINE PARTNERS, L.P. CUMV REDEEMABLE PERP PFD CL E
APL.PRE
+$891K
5
PVTD
PrivateBancorp, Inc.
PVTD
+$761K

Sector Composition

1 Healthcare 10.65%
2 Financials 7.84%
3 Consumer Staples 6.38%
4 Energy 6.11%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 10.45%
95,654
+3,765
2
$16.3M 8.65%
61,597
+3,779
3
$10.1M 5.38%
97,951
+6,141
4
$7.38M 3.92%
112,588
+4,856
5
$6.62M 3.52%
116,104
+8,680
6
$6.41M 3.41%
167,821
+29,420
7
$6.31M 3.36%
98,746
+4,262
8
$6.21M 3.3%
52,088
+1,964
9
$5.32M 2.83%
25,030
+817
10
$4.81M 2.56%
73,535
+17,596
11
$3.78M 2.01%
40,384
+2,571
12
$3.7M 1.97%
75,169
+8,846
13
$3.56M 1.89%
37,647
+3,677
14
$3.55M 1.89%
144,825
+180
15
$3.48M 1.85%
37,692
+17,775
16
$2.85M 1.52%
30,274
+1,103
17
$2.81M 1.49%
+4,542
18
$2.7M 1.44%
+99,112
19
$2.69M 1.43%
28,495
+631
20
$2.44M 1.3%
10,669
-225
21
$2.41M 1.28%
12,512
+2,739
22
$2.35M 1.25%
13,225
+11,305
23
$2.27M 1.21%
56,667
+2,659
24
$2.1M 1.11%
20,742
+17,742
25
$1.94M 1.03%
76,330
+27,343
1
2 3 4 5