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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.88M
3
+$1.34M
4
WMT icon
Walmart
WMT
+$1.34M
5
PDD icon
Pinduoduo
PDD
+$670K

Top Sells

1
+$3.09M
2
+$2.19M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 0.78%
26,718
-235
27
$3.45M 0.77%
9,791
+48
28
$3.27M 0.73%
24,171
+44
29
$3.19M 0.72%
37,035
-365
30
$2.98M 0.67%
41,370
+2,582
31
$2.97M 0.67%
20,969
-325
32
$2.88M 0.65%
14,514
33
$2.39M 0.54%
9,598
-26
34
$2.36M 0.53%
9,730
+455
35
$2.35M 0.53%
48,800
36
$2.1M 0.47%
20,629
-68
37
$2.1M 0.47%
11,232
-10
38
$2.07M 0.46%
35,557
-593
39
$2.03M 0.46%
17,837
+345
40
$1.98M 0.44%
8,730
-3,811
41
$1.81M 0.41%
17,600
42
$1.8M 0.4%
24,448
-7,018
43
$1.72M 0.39%
32,809
+603
44
$1.72M 0.39%
14,424
+1,900
45
$1.71M 0.38%
36,658
-487
46
$1.62M 0.36%
8,799
+462
47
$1.56M 0.35%
7,706
-75
48
$1.46M 0.33%
6,629
49
$1.46M 0.33%
17,288
+7,688
50
$1.45M 0.33%
12,839
+110
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