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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.02%
44,768
+1,943
27
$4.02M 1.02%
55,818
+2,216
28
$3.89M 0.99%
14,091
+226
29
$3.85M 0.98%
89,692
+447
30
$3.59M 0.91%
31,803
+103
31
$3.17M 0.81%
25,110
-10
32
$2.91M 0.74%
240,080
-292,010
33
$2.76M 0.7%
33,999
-852
34
$2.67M 0.68%
26,010
-517
35
$1.95M 0.49%
7,016
-139
36
$1.85M 0.47%
7,711
+1
37
$1.82M 0.46%
18,941
-765
38
$1.68M 0.43%
160,958
+5,000
39
$1.67M 0.42%
37,552
-901
40
$1.58M 0.4%
6,997
+187
41
$1.57M 0.4%
18,796
+5
42
$1.48M 0.38%
+39,000
43
$1.43M 0.36%
17,381
+681
44
$1.34M 0.34%
14,015
+66
45
$1.33M 0.34%
41,895
-379
46
$1.29M 0.33%
6,629
47
$1.24M 0.32%
32,747
-325
48
$1.1M 0.28%
22,154
+6,060
49
$1.05M 0.27%
5,000
-1,000
50
$1.03M 0.26%
16,910
+3,204
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