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
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.01%
13,275
-288
27
$2.8M 0.99%
46,319
-1,530
28
$2.52M 0.89%
21,468
+1,075
29
$2.34M 0.83%
20,559
+2,207
30
$2.2M 0.78%
29,518
-53,334
31
$2.06M 0.73%
9,533
+183
32
$2.04M 0.72%
24,417
+1,877
33
$1.96M 0.69%
40,909
+5,083
34
$1.94M 0.69%
24,913
+1,793
35
$1.88M 0.67%
+14,693
36
$1.76M 0.63%
20,581
+3,018
37
$1.68M 0.6%
25,538
+100
38
$1.66M 0.59%
32,080
-1,160
39
$1.64M 0.58%
15,247
+1,816
40
$1.6M 0.57%
20,051
+576
41
$1.51M 0.54%
56,029
+4,601
42
$1.34M 0.48%
76,567
-3,276
43
$1.22M 0.43%
11,190
+881
44
$1.2M 0.43%
8,863
+1,570
45
$1.03M 0.37%
19,864
+123
46
$959K 0.34%
8,909
+349
47
$953K 0.34%
12,024
+2
48
$893K 0.32%
6,640
-10
49
$797K 0.28%
7,463
50
$785K 0.28%
6,950
+2
1
2
3 4 5