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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 0.88%
13,159
+244
27
$3.91M 0.8%
52,655
+5,121
28
$3.66M 0.75%
27,495
+606
29
$3.41M 0.7%
34,418
+10,435
30
$3.37M 0.69%
14,708
31
$3.14M 0.64%
36,434
-756
32
$3.12M 0.64%
20,764
-308
33
$2.59M 0.53%
11,192
-40
34
$2.56M 0.52%
9,825
+45
35
$2.49M 0.51%
18,600
36
$2.44M 0.5%
23,733
+3,032
37
$2.21M 0.45%
19,252
+513
38
$2.19M 0.45%
18,850
+3
39
$2.15M 0.44%
5,499
-131
40
$1.93M 0.4%
36,332
+2,741
41
$1.89M 0.39%
34,902
-457
42
$1.84M 0.38%
25,438
+6,150
43
$1.62M 0.33%
4,781
44
$1.57M 0.32%
13,618
+491
45
$1.56M 0.32%
9,242
-84
46
$1.53M 0.31%
7,235
47
$1.42M 0.29%
6,684
+22
48
$1.38M 0.28%
7,500
49
$1.32M 0.27%
33,897
+4,819
50
$1.3M 0.27%
49,785
+3,363
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