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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.83%
37,018
+1,406
27
$3.02M 0.8%
22,119
-269
28
$2.88M 0.76%
19,726
-1,696
29
$2.72M 0.72%
22,562
+594
30
$2.58M 0.68%
28,504
+1,490
31
$2.3M 0.61%
37,433
-616
32
$2.26M 0.6%
34,730
-596
33
$2.05M 0.54%
29,429
-255
34
$1.93M 0.51%
29,612
+5,754
35
$1.91M 0.5%
15,279
-41
36
$1.84M 0.49%
8,380
-185
37
$1.75M 0.46%
15,581
+399
38
$1.48M 0.39%
17,094
+110
39
$1.41M 0.37%
8,596
+36
40
$1.4M 0.37%
47,481
-7
41
$1.39M 0.37%
62,703
-655
42
$1.37M 0.36%
22,677
43
$1.34M 0.36%
51,975
-1,621
44
$1.28M 0.34%
12,591
+260
45
$1.27M 0.34%
11,549
+916
46
$1.21M 0.32%
6,712
47
$1.15M 0.3%
20,477
+828
48
$1.14M 0.3%
9,583
+24
49
$1.11M 0.29%
21,505
+5,673
50
$1.09M 0.29%
12,996
-367
1
2
3 4 5