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
$223M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$3.03M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
XOM icon
Exxon Mobil
XOM
+$807K

Top Sells

1
+$909K
2
+$901K
3
+$433K
4
CNCE
Concert Pharmaceuticals, Inc.
CNCE
+$317K
5
BX icon
Blackstone
BX
+$297K

Sector Composition

1 Financials 7.7%
2 Consumer Staples 6.92%
3 Communication Services 6.83%
4 Consumer Discretionary 5.16%
5 Energy 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 10.51%
104,668
-514
2
$20.4M 9.16%
67,586
-477
3
$14.9M 6.68%
216,296
+44,012
4
$13M 5.82%
109,472
+1,448
5
$8.61M 3.86%
110,304
-173
6
$8.18M 3.67%
36,352
+5,564
7
$7.86M 3.53%
87,105
+8,945
8
$7.65M 3.43%
105,328
+382
9
$5.59M 2.51%
82,746
+1,819
10
$5.04M 2.26%
41,392
+642
11
$4.93M 2.21%
57,121
+35,744
12
$4.79M 2.15%
148,980
-4,435
13
$4.63M 2.08%
40,244
+959
14
$4.58M 2.06%
43,757
+2,877
15
$4.19M 1.88%
92,020
+528
16
$4.02M 1.81%
16,086
-3,606
17
$3.23M 1.45%
4,084
-20
18
$2.9M 1.3%
87,795
+17,045
19
$2.87M 1.29%
14,549
+1,748
20
$2.77M 1.24%
44,209
+10,794
21
$2.75M 1.23%
111,605
+21,762
22
$2.7M 1.21%
+48,518
23
$2.69M 1.21%
69,780
+2,080
24
$2.08M 0.93%
56,267
+4,356
25
$2.07M 0.93%
33,437
+2,464
1
2 3 4 5