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
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.62M
3
+$1.93M
4
BSX icon
Boston Scientific
BSX
+$620K
5
AMD icon
Advanced Micro Devices
AMD
+$616K

Top Sells

1
+$21.9M
2
+$14.8M
3
+$10.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.65M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.79%
15,783
+202
27
$1.66M 0.72%
48,296
-27,309
28
$1.65M 0.71%
22,409
+5,315
29
$1.56M 0.67%
14,185
-1,094
30
$1.47M 0.63%
12,076
+527
31
$1.44M 0.62%
27,769
+6,264
32
$1.1M 0.48%
11,132
-1,459
33
$1.1M 0.47%
12,872
-124
34
$1.08M 0.47%
21,693
-7,919
35
$1.08M 0.46%
50,155
-1,820
36
$972K 0.42%
7,410
-970
37
$965K 0.42%
43,848
-3,633
38
$945K 0.41%
6,257
+800
39
$940K 0.41%
4,835
+1,440
40
$940K 0.41%
6,668
-44
41
$919K 0.4%
7,126
-1,470
42
$896K 0.39%
23,606
-5,823
43
$874K 0.38%
58,717
-3,986
44
$869K 0.38%
19,080
-1,397
45
$835K 0.36%
10,587
+79
46
$798K 0.34%
25,055
+3,175
47
$755K 0.33%
13,000
+4,000
48
$753K 0.33%
3,716
+1,644
49
$725K 0.31%
7,505
+5,242
50
$722K 0.31%
6,699
-60
1
2
3 4 5