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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.87%
35,612
+752
27
$2.77M 0.79%
21,422
+8,772
28
$2.6M 0.75%
21,968
+1,056
29
$2.55M 0.73%
27,014
+560
30
$2.3M 0.66%
38,049
-51
31
$2.24M 0.64%
35,326
+5,780
32
$2.1M 0.6%
29,684
-44
33
$1.91M 0.55%
15,320
+3,107
34
$1.8M 0.52%
17,359
+8,314
35
$1.72M 0.49%
15,182
+38
36
$1.68M 0.48%
8,565
-75
37
$1.46M 0.42%
23,858
-372
38
$1.38M 0.4%
22,677
+1,800
39
$1.36M 0.39%
16,984
+1,809
40
$1.36M 0.39%
53,596
-423
41
$1.36M 0.39%
47,488
-37
42
$1.29M 0.37%
8,560
-183
43
$1.27M 0.36%
63,358
-2,267
44
$1.25M 0.36%
12,331
-221
45
$1.2M 0.34%
10,633
+200
46
$1.13M 0.32%
13,363
-468
47
$1.09M 0.31%
6,712
+1
48
$1.08M 0.31%
9,559
+55
49
$960K 0.28%
19,649
+2,034
50
$890K 0.26%
5,600
+844
1
2
3 4 5