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
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.82%
21,211
-49
27
$2.61M 0.77%
8,621
+687
28
$2.2M 0.65%
38,536
+16,843
29
$2.18M 0.64%
41,468
+27,929
30
$1.99M 0.58%
36,050
+430
31
$1.98M 0.58%
27,551
+259
32
$1.95M 0.57%
16,459
+676
33
$1.82M 0.53%
24,654
+2,245
34
$1.73M 0.51%
14,493
+308
35
$1.57M 0.46%
29,101
+1,332
36
$1.51M 0.44%
38,066
+31,721
37
$1.5M 0.44%
12,284
+208
38
$1.26M 0.37%
57,745
-972
39
$1.24M 0.36%
7,092
+1,000
40
$1.22M 0.36%
19,814
+16,339
41
$1.22M 0.36%
13,950
+6,000
42
$1.19M 0.35%
6,257
43
$1.16M 0.34%
49,699
-456
44
$1.14M 0.34%
19,065
+12,156
45
$1.14M 0.33%
12,872
46
$1.13M 0.33%
11,132
47
$1.13M 0.33%
6,668
48
$1.12M 0.33%
25,056
+1,450
49
$1.08M 0.32%
19,083
+3
50
$1.04M 0.31%
4,835
1
2
3 4 5