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
$163M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.75M
3
+$597K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$589K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$505K

Top Sells

1
+$3.91M
2
+$2.41M
3
+$1.63M
4
ABBV icon
AbbVie
ABBV
+$1.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$847K

Sector Composition

1 Healthcare 8.66%
2 Consumer Staples 6.9%
3 Financials 6.83%
4 Consumer Discretionary 5.08%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 11.32%
96,081
-840
2
$14.9M 9.15%
59,772
-415
3
$9.66M 5.94%
94,903
-424
4
$7.83M 4.81%
112,326
+1,497
5
$6.41M 3.94%
120,208
-212
6
$5.99M 3.68%
103,788
+1,256
7
$5.86M 3.6%
57,903
-1,218
8
$4.04M 2.48%
74,286
+3,434
9
$3.95M 2.43%
40,121
+264
10
$3.92M 2.41%
169,085
-1,535
11
$3.52M 2.16%
89,548
+44,552
12
$3.46M 2.13%
36,721
+208
13
$3.45M 2.12%
17,880
+10,390
14
$3.15M 1.94%
30,818
-274
15
$3.14M 1.93%
15,125
+2,109
16
$3.12M 1.92%
4,306
-79
17
$2.82M 1.73%
130,134
-17,304
18
$2.58M 1.59%
27,457
+908
19
$2.16M 1.33%
40,843
-16,035
20
$2.09M 1.29%
7,695
+352
21
$2.08M 1.28%
38,136
-22,408
22
$2.06M 1.27%
12,685
-538
23
$1.89M 1.16%
16,307
+1,071
24
$1.75M 1.07%
31,149
+69
25
$1.73M 1.07%
56,857
+264
1
2 3 4 5