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
$292M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.21M
3
+$758K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$641K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$364K

Top Sells

1
+$3.39M
2
+$2.44M
3
+$444K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$426K
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$358K

Sector Composition

1 Financials 9.13%
2 Industrials 5.89%
3 Consumer Discretionary 5.8%
4 Technology 4.22%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 9.59%
103,168
+522
2
$24.2M 8.28%
88,528
+8,089
3
$23M 7.89%
64,883
-1,200
4
$19.4M 6.65%
232,643
+7,683
5
$18M 6.17%
104,850
-281
6
$14.6M 5.01%
110,422
+2,513
7
$9.4M 3.22%
116,050
+1,170
8
$8.21M 2.81%
96,660
+47,380
9
$6.93M 2.37%
149,780
+1,924
10
$6.8M 2.33%
43,423
+581
11
$6.27M 2.15%
18,685
+2,260
12
$6.17M 2.11%
59,190
+1,017
13
$5.64M 1.93%
100,336
+1,708
14
$5.3M 1.81%
17,933
+198
15
$5.14M 1.76%
206,718
+5,009
16
$4.99M 1.71%
128,165
+6,625
17
$4.85M 1.66%
19,991
+436
18
$4.51M 1.54%
80,820
+1,980
19
$4.41M 1.51%
79,781
+6,590
20
$3.9M 1.34%
62,358
+1,983
21
$3.58M 1.23%
36,301
+3,485
22
$3.41M 1.17%
13,882
+607
23
$3.36M 1.15%
36,226
+1,394
24
$2.89M 0.99%
54,995
+1,053
25
$2.8M 0.96%
45,878
-441
1
2 3 4 5