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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.7M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K
5
ABBV icon
AbbVie
ABBV
+$780K

Top Sells

1
+$8.47M
2
+$6.25M
3
+$1.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$759K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$579K

Sector Composition

1 Technology 13.7%
2 Healthcare 10.12%
3 Financials 8.42%
4 Consumer Discretionary 5.45%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.3M 13.4%
145,098
+607
2
$47.6M 9.2%
116,221
-45
3
$30.3M 5.87%
80,701
-822
4
$25.5M 4.93%
53,622
+1,214
5
$22.8M 4.41%
118,391
-1,525
6
$19.5M 3.76%
351,295
-4,470
7
$18M 3.47%
68,966
-1,395
8
$17.7M 3.42%
163,347
-532
9
$14.8M 2.86%
25,340
+7,126
10
$14.6M 2.82%
27,686
-794
11
$14.1M 2.72%
47,506
-450
12
$13.2M 2.54%
77,334
-1,282
13
$12.8M 2.48%
259,420
+10,460
14
$10.9M 2.1%
103,220
+8,248
15
$8.89M 1.72%
61,882
-4,034
16
$8.57M 1.66%
18,916
+72
17
$8.19M 1.58%
52,258
-1,168
18
$7.97M 1.54%
12,075
+122
19
$7.49M 1.45%
17,556
-685
20
$7.38M 1.43%
104,871
-6,137
21
$6.95M 1.34%
49,758
+2,388
22
$6.57M 1.27%
17,419
-146
23
$6.19M 1.2%
117,792
+4,068
24
$5.7M 1.1%
33,583
+152
25
$5.48M 1.06%
15,802
+698
1
2 3 4 5