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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 0.82%
10,128
+337
27
$3.61M 0.74%
26,889
+171
28
$3.56M 0.73%
47,534
+6,164
29
$3.56M 0.73%
14,708
+194
30
$3.24M 0.66%
23,983
-188
31
$3.2M 0.65%
37,190
+155
32
$3.12M 0.64%
21,072
+103
33
$2.85M 0.58%
9,780
+50
34
$2.58M 0.53%
11,232
35
$2.27M 0.46%
18,600
+1,000
36
$2.18M 0.45%
20,701
+72
37
$2.16M 0.44%
18,739
+902
38
$1.98M 0.4%
35,359
-198
39
$1.83M 0.37%
18,847
+3
40
$1.79M 0.37%
33,591
+782
41
$1.69M 0.35%
7,452
-1,278
42
$1.68M 0.34%
36,243
-415
43
$1.66M 0.34%
4,781
44
$1.64M 0.34%
15,339
+915
45
$1.64M 0.34%
9,326
+527
46
$1.62M 0.33%
6,662
-2,936
47
$1.56M 0.32%
7,235
-471
48
$1.54M 0.31%
19,288
+2,000
49
$1.52M 0.31%
13,127
+288
50
$1.5M 0.31%
38,800
-10,000
1
2
3 4 5