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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.87%
53,988
-1,007
27
$2.58M 0.81%
22,439
-232
28
$2.53M 0.79%
20,672
-794
29
$2.5M 0.78%
22,322
-277
30
$2.49M 0.78%
29,245
-108
31
$2.08M 0.65%
25,018
-492
32
$2.07M 0.65%
10,004
-85
33
$2.04M 0.64%
38,145
-1,495
34
$1.98M 0.62%
26,022
+5
35
$1.8M 0.56%
13,030
-768
36
$1.78M 0.56%
29,520
-2,300
37
$1.74M 0.54%
16,507
+66
38
$1.63M 0.51%
25,500
+166
39
$1.54M 0.48%
19,601
-730
40
$1.49M 0.47%
6,702
+3,565
41
$1.48M 0.46%
17,083
-2,638
42
$1.31M 0.41%
8,738
-125
43
$1.28M 0.4%
77,436
+1,274
44
$1.25M 0.39%
11,080
-10
45
$1.16M 0.36%
45,650
-15,020
46
$1.09M 0.34%
6,711
47
$914K 0.29%
10,982
-325
48
$898K 0.28%
7,359
-104
49
$839K 0.26%
7,762
-563
50
$747K 0.23%
12,393
-251
1
2
3 4 5