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
$186M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.82M
3
+$2.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.67M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$6.49M
2
+$3.13M
3
+$2.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$582K

Sector Composition

1 Healthcare 8.15%
2 Communication Services 7.08%
3 Consumer Staples 7.05%
4 Financials 6.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 11.93%
107,917
-448
2
$18.2M 9.77%
69,098
-571
3
$12M 6.47%
110,185
-853
4
$9.68M 5.21%
171,904
+50,064
5
$8.7M 4.68%
113,793
+363
6
$6.46M 3.48%
104,126
-84
7
$5.97M 3.21%
71,389
+55,194
8
$5.19M 2.79%
41,262
+1,567
9
$4.85M 2.61%
23,466
+3,325
10
$4.75M 2.56%
75,849
+2,479
11
$4.33M 2.33%
19,550
+917
12
$4.18M 2.25%
141,307
+93,103
13
$4.16M 2.24%
36,479
+7,142
14
$3.97M 2.14%
38,735
+947
15
$3.66M 1.97%
89,980
+376
16
$3.38M 1.82%
4,236
-69
17
$2.9M 1.56%
26,982
-338
18
$2.39M 1.29%
64,160
+1,400
19
$2.39M 1.29%
8,910
+1,212
20
$2.22M 1.2%
12,579
-60
21
$2.16M 1.16%
40,654
-808
22
$2.01M 1.08%
16,923
+110
23
$1.97M 1.06%
31,083
-87
24
$1.81M 0.97%
64,505
+6,326
25
$1.69M 0.91%
58,580
+2,900
1
2 3 4 5