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
$187M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$429K
3
+$414K
4
META icon
Meta Platforms (Facebook)
META
+$282K
5
AEP icon
American Electric Power
AEP
+$229K

Top Sells

1
+$1.32M
2
+$1.25M
3
+$1.25M
4
NVRO
NEVRO CORP.
NVRO
+$645K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$278K

Sector Composition

1 Consumer Staples 7.56%
2 Communication Services 7.27%
3 Healthcare 6.77%
4 Financials 6.59%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.91%
68,497
+16,695
27
$1.65M 0.88%
13,622
-26
28
$1.63M 0.87%
50,377
+48
29
$1.53M 0.81%
62,217
-2,288
30
$1.49M 0.79%
10,523
+973
31
$1.36M 0.73%
24,352
-1,624
32
$1.33M 0.71%
16,526
-403
33
$1.28M 0.68%
15,235
-29
34
$1.09M 0.58%
8,048
-294
35
$1.07M 0.57%
12,605
+675
36
$1.07M 0.57%
17,162
+2,348
37
$1.06M 0.57%
22,376
+1,570
38
$1.01M 0.54%
9,617
+721
39
$1.01M 0.54%
9,901
+22
40
$926K 0.49%
10,936
+907
41
$916K 0.49%
10,283
-200
42
$865K 0.46%
89,906
-281
43
$854K 0.46%
12,148
+280
44
$826K 0.44%
16,138
+189
45
$813K 0.43%
34,012
-2,680
46
$786K 0.42%
15,158
-25,496
47
$779K 0.42%
6,674
+82
48
$674K 0.36%
9,167
+25
49
$641K 0.34%
5,982
-175
50
$553K 0.3%
4,914
+606
1
2
3 4 5