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
$334M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.06M
3
+$1.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$751K

Top Sells

1
+$3.05M
2
+$1.94M
3
+$846K
4
SNY icon
Sanofi
SNY
+$812K
5
BA icon
Boeing
BA
+$650K

Sector Composition

1 Financials 9.84%
2 Technology 7.6%
3 Consumer Discretionary 6.43%
4 Industrials 5.49%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.6M 9.15%
103,858
+5,274
2
$29.1M 8.71%
99,395
-451
3
$21.5M 6.41%
60,500
-183
4
$20.1M 6.01%
256,816
+8,866
5
$17.9M 5.36%
95,944
-1,448
6
$17M 5.08%
98,003
+595
7
$11.4M 3.39%
84,749
+3,173
8
$9.58M 2.86%
101,180
+1,800
9
$9.51M 2.84%
45,775
+2,174
10
$9.38M 2.8%
241,305
+24,525
11
$8.99M 2.69%
144,314
+16,262
12
$8.98M 2.69%
112,648
+1,266
13
$7.01M 2.1%
62,749
+852
14
$6.67M 1.99%
18,320
-1,785
15
$6.63M 1.98%
27,179
+4,353
16
$6.34M 1.89%
128,056
+1,376
17
$6.32M 1.89%
17,392
+63
18
$6.01M 1.8%
39,617
+3,927
19
$5.78M 1.73%
102,236
+848
20
$5.33M 1.59%
20,047
-265
21
$4.83M 1.44%
72,514
+2,604
22
$4.7M 1.4%
17,762
+1,629
23
$3.6M 1.08%
69,989
+14,610
24
$3.23M 0.96%
25,929
+851
25
$2.96M 0.88%
34,860
+1,412
1
2 3 4 5