KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.85M
3
+$6.2M
4
CVX icon
Chevron
CVX
+$5.81M
5
V icon
Visa
V
+$5.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.95%
2 Energy 7.49%
3 Consumer Discretionary 7.08%
4 Utilities 6.88%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.07%
+65,652
27
$1.52M 1.05%
+14,857
28
$1.47M 1.02%
+12,921
29
$1.44M 1%
+44,800
30
$1.4M 0.97%
+108,580
31
$1.38M 0.95%
+15,908
32
$1.36M 0.94%
+27,437
33
$1.26M 0.87%
+115
34
$1.18M 0.81%
+10,501
35
$1.11M 0.77%
+13,735
36
$1.1M 0.76%
+14,225
37
$1.02M 0.71%
+15,125
38
$1.02M 0.7%
+17,913
39
$1.02M 0.7%
+29,782
40
$970K 0.67%
+21,708
41
$969K 0.67%
+8,715
42
$910K 0.63%
+7,639
43
$866K 0.6%
+35,760
44
$852K 0.59%
+41,844
45
$845K 0.58%
+37,500
46
$805K 0.56%
+55,140
47
$799K 0.55%
+18,100
48
$796K 0.55%
+6,716
49
$743K 0.51%
+8,658
50
$717K 0.5%
+17,885
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