KWMG

King Wealth Management Group Portfolio holdings

AUM $660M
AUM
$660M
AUM Growth
-$25.8M
Cap. Flow
+$9.43M
Cap. Flow %
1.43%
Top 10 Hldgs %
54.81%
Holding
164
New
10
Increased
66
Reduced
57
Closed
7

Top Buys

1
$2.47M
2
$2.02M
3
$1.38M
4
$1.1M
5
$1.06M

Top Sells

1
$1.65M
2
$1.02M
3
$621K
4
$476K
5
$361K

Sector Composition

1Technology16.86%
2Financials9.27%
3Healthcare8.42%
4Consumer Staples5.18%
5Consumer Discretionary4.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$89.4M13.55%159,117
+1,962
+1%
+$1.1M
$56M8.49%119,453
-665
-0.6%
-$312K
$42.6M6.46%113,606
+1,142
+1%
+$429K
$31M4.7%55,460
+2,475
+5%
+$1.38M
$30M4.54%134,945
-1,625
-1%
-$361K
$26M3.95%74,314
-560
-0.8%
-$196K
$23.2M3.52%214,153
-4,390
-2%
-$476K
$22.5M3.41%385,488
+4,221
+1%
+$246K
$21M3.18%25,368
-752
-3%
-$621K
$19.8M3%189,130
+2,162
+1%
+$226K
$19.6M2.98%80,037
-165
-0.2%
-$40.5K
$15.7M2.39%30,048
-49
-0.2%
-$25.7K
$12.5M1.89%21,603
-585
-3%
-$337K
$12.2M1.84%12,859
+129
+1%
+$122K
$11.8M1.79%96,590
-1,149
-1%
-$140K
$11.4M1.73%129,635
+2,564
+2%
+$225K
$10.8M1.64%69,781
+4,805
+7%
+$743K
$10.8M1.63%56,631
+1,968
+4%
+$374K
$9.22M1.4%16,814
-47
-0.3%
-$25.8K
$9.12M1.38%29,193
+53
+0.2%
+$16.6K
$9.08M1.38%56,286
-1,294
-2%
-$209K
$8.82M1.34%14,510
+486
+3%
+$295K
$7.83M1.19%17,533
-344
-2%
-$154K
$6.96M1.05%16,566
-169
-1%
-$71K
$6.39M0.97%68,347
+2,228
+3%
+$208K
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