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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 0.87%
18,480
-1,282
27
$4.37M 0.81%
39,514
+15,781
28
$3.97M 0.74%
24,266
-10,152
29
$3.95M 0.73%
52,947
+292
30
$3.64M 0.67%
15,709
+1,001
31
$3.58M 0.67%
27,047
-448
32
$3.5M 0.65%
20,137
-627
33
$3.37M 0.63%
12,200
+1,008
34
$3.06M 0.57%
21,100
+2,500
35
$3.04M 0.57%
35,592
-842
36
$2.93M 0.54%
8,703
+3,922
37
$2.44M 0.45%
18,852
+2
38
$2.2M 0.41%
19,302
+50
39
$2.09M 0.39%
5,484
-15
40
$1.96M 0.36%
36,971
+639
41
$1.88M 0.35%
9,985
+160
42
$1.82M 0.34%
7,710
+475
43
$1.78M 0.33%
34,274
-628
44
$1.67M 0.31%
6,629
45
$1.65M 0.31%
24,780
+3,350
46
$1.62M 0.3%
7,500
47
$1.61M 0.3%
110,958
+100,958
48
$1.56M 0.29%
6,922
+238
49
$1.54M 0.29%
13,379
-239
50
$1.54M 0.29%
+14,711
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