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
$320M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.49M
3
+$1.26M
4
GILD icon
Gilead Sciences
GILD
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$834K

Top Sells

1
+$2.06M
2
+$1.49M
3
+$1.19M
4
AGN
Allergan plc
AGN
+$666K
5
ATHN
Athenahealth, Inc.
ATHN
+$396K

Sector Composition

1 Financials 9.05%
2 Technology 7.07%
3 Consumer Discretionary 5.81%
4 Industrials 5.73%
5 Healthcare 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 8.83%
99,846
-322
2
$28.1M 8.78%
98,584
-5,253
3
$21M 6.56%
60,683
-1,011
4
$19.1M 5.99%
247,950
+10,813
5
$17.5M 5.47%
97,392
-1,135
6
$15.2M 4.76%
97,408
+1,010
7
$9.62M 3.01%
81,576
+4,263
8
$8.85M 2.77%
99,380
+3,100
9
$8.74M 2.74%
111,382
+82
10
$8.28M 2.59%
43,601
+814
11
$8.21M 2.57%
216,780
+45,640
12
$7.67M 2.4%
20,105
+1,862
13
$7.59M 2.38%
128,052
+25,098
14
$6.27M 1.96%
61,897
+2,505
15
$6.02M 1.88%
126,680
-43,336
16
$5.65M 1.77%
35,690
+7,967
17
$5.64M 1.77%
22,826
+2,059
18
$5.55M 1.74%
101,388
+96
19
$5.26M 1.65%
20,312
+83
20
$5.2M 1.63%
17,329
-1,130
21
$4.66M 1.46%
79,340
+740
22
$4.5M 1.41%
69,910
+3,670
23
$3.8M 1.19%
16,133
+2,991
24
$2.99M 0.93%
25,078
+2,659
25
$2.86M 0.9%
55,379
+2,477
1
2 3 4 5