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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 0.84%
37,364
+24
27
$2.97M 0.77%
21,439
+228
28
$2.65M 0.69%
19,051
+4,558
29
$2.49M 0.65%
8,485
+3,650
30
$2.31M 0.6%
29,748
+2,197
31
$2.25M 0.58%
37,362
-1,174
32
$2.22M 0.58%
28,102
+3,448
33
$2.18M 0.57%
36,658
+608
34
$2.02M 0.52%
17,122
+663
35
$1.69M 0.44%
30,946
+1,845
36
$1.61M 0.42%
7,706
+1,449
37
$1.53M 0.4%
36,505
-1,561
38
$1.53M 0.4%
12,527
+243
39
$1.42M 0.37%
7,198
+106
40
$1.31M 0.34%
48,800
41
$1.3M 0.34%
6,629
-39
42
$1.29M 0.33%
17,600
+4,600
43
$1.29M 0.33%
8,702
+3,000
44
$1.29M 0.33%
57,689
-56
45
$1.19M 0.31%
48,369
-1,330
46
$1.17M 0.3%
10,790
+2
47
$1.16M 0.3%
33,404
+20,002
48
$1.14M 0.3%
6,256
+2,944
49
$1.14M 0.29%
12,873
+1
50
$1.14M 0.29%
11,132
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