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
$252M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.66M
3
+$274K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1
+$325K
2
+$290K
3
+$196K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$158K
5
GE icon
GE Aerospace
GE
+$135K

Sector Composition

1 Financials 8.26%
2 Communication Services 7.34%
3 Consumer Staples 6.42%
4 Healthcare 4.8%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 9.91%
103,161
-497
2
$21M 8.33%
66,006
-618
3
$15.6M 6.19%
222,204
+3,459
4
$14.8M 5.88%
107,578
-424
5
$12.6M 4.99%
51,628
+8,485
6
$10.3M 4.09%
109,804
+503
7
$8.15M 3.24%
109,770
+1,040
8
$7M 2.78%
86,762
-380
9
$6.4M 2.54%
41,757
+278
10
$6.19M 2.46%
40,976
+585
11
$6.12M 2.43%
82,195
+166
12
$5.14M 2.04%
56,213
-245
13
$5.1M 2.03%
44,160
+193
14
$4.72M 1.87%
96,032
+1,492
15
$4.56M 1.81%
16,420
+295
16
$4.44M 1.76%
155,859
+2,787
17
$3.99M 1.59%
114,795
+4,825
18
$3.82M 1.52%
17,927
+1,284
19
$3.4M 1.35%
129,842
+8,727
20
$3.39M 1.35%
46,805
+1,489
21
$3.35M 1.33%
73,660
+1,580
22
$2.9M 1.15%
52,377
+4,052
23
$2.88M 1.14%
67,450
+4,161
24
$2.75M 1.09%
50,053
-2,870
25
$2.44M 0.97%
48,652
+33,233
1
2 3 4 5