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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.94M
3
+$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.98%
49,044
+392
27
$2.52M 0.94%
12,851
+428
28
$2.39M 0.89%
19,685
+658
29
$2.3M 0.86%
30,891
+881
30
$2.09M 0.78%
17,774
+2,347
31
$2.05M 0.76%
42,600
+8,220
32
$1.82M 0.68%
22,617
+1,252
33
$1.75M 0.65%
20,742
+1,486
34
$1.75M 0.65%
9,381
+107
35
$1.72M 0.64%
13,220
-141
36
$1.65M 0.61%
33,348
+1,020
37
$1.62M 0.6%
33,300
-20
38
$1.57M 0.58%
19,175
+1,176
39
$1.44M 0.54%
16,216
+1,669
40
$1.31M 0.49%
11,991
+1,193
41
$1.27M 0.47%
19,786
+818
42
$1.26M 0.47%
81,111
-839
43
$1.24M 0.46%
10,719
-210
44
$1.11M 0.41%
12,217
+49
45
$1.08M 0.4%
10,275
46
$1.07M 0.4%
9,627
-180
47
$895K 0.33%
15,693
48
$891K 0.33%
7,964
+316
49
$839K 0.31%
6,473
+94
50
$830K 0.31%
7,461
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2
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