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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 0.99%
91,033
+1,863
27
$4.57M 0.9%
41,711
+2,197
28
$4.32M 0.85%
14,418
+916
29
$3.91M 0.77%
25,604
+1,338
30
$3.58M 0.7%
16,884
-1,596
31
$3.36M 0.66%
20,098
-39
32
$3.27M 0.64%
27,050
+3
33
$2.94M 0.58%
35,230
-362
34
$2.6M 0.51%
11,703
+3,000
35
$2.38M 0.47%
18,786
-66
36
$2.27M 0.44%
145,958
+35,000
37
$2.12M 0.42%
19,789
+487
38
$2.04M 0.4%
7,140
-5,060
39
$1.99M 0.39%
35,000
+9,000
40
$1.94M 0.38%
39,044
+2,073
41
$1.81M 0.36%
6,629
42
$1.74M 0.34%
34,141
-133
43
$1.72M 0.34%
7,710
44
$1.71M 0.34%
7,054
+132
45
$1.7M 0.33%
9,500
+2,000
46
$1.7M 0.33%
16,584
+1,873
47
$1.56M 0.31%
42,849
+6,143
48
$1.56M 0.31%
24,780
49
$1.56M 0.31%
5,307
-177
50
$1.53M 0.3%
7,210
-8,499
1
2
3 4 5