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
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.28M
3
+$2.69M
4
PLTR icon
Palantir
PLTR
+$1.81M
5
VTV icon
Vanguard Value ETF
VTV
+$1.48M

Top Sells

1
+$8.21M
2
+$6.88M
3
+$1.03M
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$580K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$157B
$6.72M 0.91%
80,513
+1,597
XLE icon
27
Energy Select Sector SPDR Fund
XLE
$25.8B
$5.84M 0.79%
68,879
+532
TT icon
28
Trane Technologies
TT
$92.5B
$5.79M 0.79%
13,249
+602
PLTR icon
29
Palantir
PLTR
$423B
$5.51M 0.75%
40,456
+13,274
VO icon
30
Vanguard Mid-Cap ETF
VO
$87.5B
$5.3M 0.72%
18,948
-29
VOE icon
31
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$5.3M 0.72%
32,223
-698
VTV icon
32
Vanguard Value ETF
VTV
$147B
$5.23M 0.71%
29,567
+8,363
HD icon
33
Home Depot
HD
$390B
$4.94M 0.67%
13,465
-591
IJJ icon
34
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
$4.39M 0.6%
35,507
-672
IEMG icon
35
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$3.88M 0.53%
64,644
+2,157
PEP icon
36
PepsiCo
PEP
$210B
$3.73M 0.51%
28,288
-1,010
TEVA icon
37
Teva Pharmaceuticals
TEVA
$22.2B
$3.44M 0.47%
205,000
+30,000
XOM icon
38
Exxon Mobil
XOM
$479B
$3.29M 0.45%
30,492
+4
PG icon
39
Procter & Gamble
PG
$354B
$3.23M 0.44%
20,305
-482
BX icon
40
Blackstone
BX
$122B
$2.74M 0.37%
18,312
-28
CVX icon
41
Chevron
CVX
$308B
$2.32M 0.31%
16,208
+1,153
JNJ icon
42
Johnson & Johnson
JNJ
$465B
$2.25M 0.31%
14,728
-724
HOLX icon
43
Hologic
HOLX
$15.5B
$2.08M 0.28%
31,850
CI icon
44
Cigna
CI
$79.9B
$1.88M 0.26%
5,692
-1,565
LQD icon
45
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$1.74M 0.24%
15,885
-895
SHY icon
46
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$1.57M 0.21%
18,981
-698
ABT icon
47
Abbott
ABT
$224B
$1.5M 0.2%
10,999
+6
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$543B
$1.49M 0.2%
4,906
-69
VOO icon
49
Vanguard S&P 500 ETF
VOO
$757B
$1.49M 0.2%
2,618
+564
UNP icon
50
Union Pacific
UNP
$134B
$1.48M 0.2%
6,447
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