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
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.51M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M

Top Sells

1
+$3.92M
2
+$577K
3
+$540K
4
IBM icon
IBM
IBM
+$523K
5
PANW icon
Palo Alto Networks
PANW
+$446K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.02%
3 Consumer Staples 6.62%
4 Communication Services 6.52%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.94%
58,179
+1,322
27
$1.68M 0.93%
28,399
-9,737
28
$1.57M 0.87%
23,956
-576
29
$1.55M 0.86%
55,680
+9,890
30
$1.37M 0.76%
13,334
+290
31
$1.31M 0.72%
8,787
+808
32
$1.26M 0.7%
16,195
-1,249
33
$1.25M 0.69%
48,204
-901
34
$1.24M 0.68%
15,337
-192
35
$1.18M 0.65%
+2,178
36
$1.1M 0.61%
10,850
-230
37
$1.1M 0.61%
9,350
-126
38
$1.09M 0.6%
23,642
-133
39
$1.03M 0.57%
15,958
-4,952
40
$1.01M 0.56%
12,031
+50
41
$985K 0.54%
14,914
+2,622
42
$978K 0.54%
90,872
-18,924
43
$921K 0.51%
19,838
+6,382
44
$900K 0.5%
10,471
+1,448
45
$890K 0.49%
33,832
+4,032
46
$884K 0.49%
36,425
+22,825
47
$871K 0.48%
15,696
+5,309
48
$868K 0.48%
9,868
-94
49
$816K 0.45%
7,439
-12
50
$811K 0.45%
9,016
-148
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