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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.79%
24,127
+5,076
27
$3.23M 0.76%
37,400
+36
28
$3.16M 0.74%
21,294
-145
29
$3.04M 0.71%
11,428
+10,123
30
$2.92M 0.68%
12,541
+4,056
31
$2.68M 0.63%
38,788
+1,426
32
$2.56M 0.6%
14,514
+7,601
33
$2.54M 0.6%
48,800
34
$2.46M 0.58%
31,466
+3,364
35
$2.21M 0.52%
9,624
+5,810
36
$2.17M 0.51%
9,275
+2,077
37
$2.12M 0.5%
36,150
-508
38
$2.07M 0.48%
17,492
+370
39
$1.95M 0.46%
27,037
-2,711
40
$1.9M 0.44%
11,242
+2,540
41
$1.79M 0.42%
20,697
+10,699
42
$1.76M 0.41%
38,370
+17,050
43
$1.75M 0.41%
32,206
+1,260
44
$1.73M 0.4%
37,145
+640
45
$1.64M 0.38%
7,781
+75
46
$1.54M 0.36%
17,600
47
$1.53M 0.36%
12,729
+202
48
$1.51M 0.35%
8,337
-412
49
$1.43M 0.33%
12,524
+8,000
50
$1.41M 0.33%
6,045
-211
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2
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