KWMG
King Wealth Management Group Portfolio holdings
AUM
$796M
1-Year Est. Return
21.46%
1 Year Est. Return
+21.46%
AUM
$796M
AUM Growth
+$58.7M
(+8%)
Holding
165
Top Buys
| 1 | +$5.42M | |
| 2 | +$3.43M | |
| 3 | +$2.77M | |
| 4 |
Cigna
CI
|
+$1.15M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$958K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$1.34M | |
| 3 | +$909K | |
| 4 |
UnitedHealth
UNH
|
+$855K |
| 5 |
Salesforce
CRM
|
+$669K |
Sector Composition
| 1 | Technology | 21.34% |
| 2 | Financials | 9.45% |
| 3 | Industrials | 4.42% |
| 4 | Consumer Staples | 4.38% |
| 5 | Consumer Discretionary | 4.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$729B
| $113M | 14.18% |
168,574
+5,128
|
|
||
2
Invesco QQQ Trust
QQQ
$404B
| $72.4M | 9.1% |
120,667
+927
|
|
||
3
Microsoft
MSFT
$3.62T
| $57.7M | 7.25% |
111,467
-72
|
|
||
4
SPDR S&P 500 ETF Trust
SPY
$697B
| $48.6M | 6.1% |
72,891
-397
|
|
||
5
NVIDIA
NVDA
$4.37T
| $40.5M | 5.09% |
217,075
+1,604
|
|
||
6
Apple
AAPL
$4.18T
| $34.1M | 4.28% |
133,893
-47
|
|
||
7
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $25.9M | 3.25% |
396,162
+10,529
|
|
||
8
JPMorgan Chase
JPM
$841B
| $25.2M | 3.17% |
79,881
-37
|
|
||
9
Visa
V
$638B
| $25.1M | 3.16% |
73,649
-654
|
|
||
|
10
iShares Core S&P Small-Cap ETF
IJR
$87.7B
| $23.5M | 2.95% |
197,507
+8,065
|
|
||
11
Alphabet (Google) Class A
GOOGL
$3.8T
| $17.6M | 2.22% |
72,567
+2,273
|
|
||
12
Amazon
AMZN
$2.5T
| $16.1M | 2.02% |
73,137
+12,617
|
|
||
13
Walmart
WMT
$889B
| $13.6M | 1.71% |
132,109
+1,771
|
|
||
14
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
| $13.6M | 1.7% |
93,075
-2,536
|
|
||
15
CrowdStrike
CRWD
$127B
| $13.5M | 1.7% |
27,601
+771
|
|
||
16
Costco
COST
$404B
| $12.1M | 1.52% |
13,093
+201
|
|
||
17
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
| $12M | 1.51% |
53,935
-1,674
|
|
||
18
Parker-Hannifin
PH
$108B
| $11.6M | 1.45% |
15,269
+465
|
|
||
19
Eli Lilly
LLY
$947B
| $10.4M | 1.31% |
13,691
-2,847
|
|
||
20
Oracle
ORCL
$573B
| $10.2M | 1.28% |
36,144
+2,700
|
|
||
21
Mastercard
MA
$488B
| $9.72M | 1.22% |
17,082
+24
|
|
||
22
Lockheed Martin
LMT
$102B
| $8.55M | 1.07% |
17,130
-222
|
|
||
23
McDonald's
MCD
$216B
| $8.07M | 1.01% |
26,573
-1,182
|
|
||
24
Palantir
PLTR
$399B
| $7.83M | 0.98% |
42,931
+2,475
|
|
||
25
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.3B
| $7.49M | 0.94% |
16,147
-280
|
|