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
$239M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$867K
3
+$796K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$759K
5
SNAP icon
Snap
SNAP
+$731K

Top Sells

1
+$3.23M
2
+$451K
3
+$372K
4
CST
CST Brands, Inc.
CST
+$339K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$301K

Sector Composition

1 Financials 8.3%
2 Communication Services 7.54%
3 Consumer Staples 6.67%
4 Healthcare 4.47%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 10.21%
103,658
-1,010
2
$20.8M 8.7%
66,624
-962
3
$15.1M 6.32%
218,745
+2,449
4
$14.3M 5.98%
108,002
-1,470
5
$10.2M 4.28%
43,143
+6,791
6
$9.71M 4.06%
109,301
-1,003
7
$8.07M 3.37%
108,730
+3,402
8
$7.15M 2.99%
87,142
+37
9
$5.86M 2.45%
82,029
-717
10
$5.74M 2.4%
40,391
+147
11
$5.38M 2.25%
41,479
+87
12
$4.96M 2.07%
56,458
-663
13
$4.92M 2.06%
43,967
+210
14
$4.8M 2.01%
153,072
+4,092
15
$4.51M 1.89%
94,540
+2,520
16
$4.32M 1.8%
16,125
+39
17
$3.77M 1.57%
109,970
+22,175
18
$3.43M 1.44%
16,643
+2,094
19
$3.08M 1.29%
121,115
+9,510
20
$2.99M 1.25%
72,080
+2,300
21
$2.95M 1.23%
45,316
+1,107
22
$2.89M 1.21%
52,923
+4,405
23
$2.61M 1.09%
48,325
+14,738
24
$2.6M 1.09%
63,289
+7,022
25
$2.18M 0.91%
18,485
+1,067
1
2 3 4 5