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
$183M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.45M
3
+$1.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$718K
5
PANW icon
Palo Alto Networks
PANW
+$547K

Top Sells

1
+$280K
2
+$216K
3
+$211K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$176K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$123K

Sector Composition

1 Healthcare 9.27%
2 Financials 7.62%
3 Consumer Staples 5.81%
4 Industrials 4.97%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 10.91%
96,921
-598
2
$16.4M 8.99%
60,187
-643
3
$10.2M 5.58%
95,327
-537
4
$7.44M 4.07%
110,829
-756
5
$7.27M 3.98%
59,121
+108
6
$7.1M 3.88%
120,420
+5,866
7
$6.61M 3.62%
102,532
+3,568
8
$5.24M 2.86%
170,620
+8,206
9
$4.79M 2.62%
50,228
-581
10
$4.07M 2.22%
60,544
+8
11
$3.87M 2.12%
147,438
+2,199
12
$3.79M 2.07%
39,857
+1,391
13
$3.55M 1.94%
31,092
-26
14
$3.46M 1.9%
70,852
+309
15
$3.41M 1.86%
36,513
-115
16
$3.32M 1.81%
+56,878
17
$2.92M 1.6%
4,385
-45
18
$2.54M 1.39%
26,549
-731
19
$2.42M 1.32%
13,016
-53
20
$2.41M 1.32%
10,384
-144
21
$2.33M 1.27%
13,223
-86
22
$2.31M 1.26%
56,506
+810
23
$2.27M 1.24%
56,593
+885
24
$2.23M 1.22%
7,343
-160
25
$1.99M 1.09%
40,509
-178
1
2 3 4 5