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
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.76M
3
+$2.77M
4
PEP icon
PepsiCo
PEP
+$1.33M
5
ORCL icon
Oracle
ORCL
+$656K

Top Sells

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
NUVA
NuVasive, Inc.
NUVA
+$1.48M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.42M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.05%
89,245
-1,788
27
$4.04M 0.97%
42,825
+1,114
28
$3.83M 0.92%
+53,602
29
$3.8M 0.91%
13,865
-553
30
$3.61M 0.86%
25,120
-484
31
$3.58M 0.86%
47,457
-8,156
32
$3.37M 0.81%
31,700
-6,400
33
$2.92M 0.7%
26,527
-523
34
$2.88M 0.69%
34,851
-379
35
$2M 0.48%
19,706
-83
36
$1.91M 0.46%
155,958
+10,000
37
$1.89M 0.45%
7,710
38
$1.89M 0.45%
7,155
+2,000
39
$1.79M 0.43%
38,453
-591
40
$1.71M 0.41%
18,791
+5
41
$1.68M 0.4%
33,072
-1,069
42
$1.66M 0.4%
6,810
-244
43
$1.49M 0.36%
16,700
+116
44
$1.43M 0.34%
13,949
+98
45
$1.41M 0.34%
6,629
46
$1.41M 0.34%
6,000
-3,500
47
$1.39M 0.33%
42,274
-575
48
$1.18M 0.28%
27,000
+6,000
49
$1.11M 0.27%
22,830
-1,950
50
$1.1M 0.26%
1,803
+650
1
2
3 4 5