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
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.65M
3
+$2.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$2.89M
2
+$2.83M
3
+$1.4M
4
CI icon
Cigna
CI
+$1.16M
5
SNY icon
Sanofi
SNY
+$1.13M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 1.2%
57,494
+1,676
27
$4.48M 1.07%
14,173
+82
28
$4.33M 1.04%
42,946
-1,822
29
$4.21M 1.01%
90,206
+514
30
$4.21M 1.01%
47,687
-15,832
31
$3.78M 0.9%
24,920
-190
32
$3.65M 0.87%
+17,892
33
$3.48M 0.83%
237,930
-2,150
34
$2.76M 0.66%
33,962
-37
35
$2.71M 0.65%
25,661
-349
36
$2.39M 0.57%
28,495
-3,308
37
$2.33M 0.56%
16,601
+14,930
38
$1.9M 0.45%
7,711
39
$1.83M 0.44%
18,834
-107
40
$1.64M 0.39%
36,528
-1,024
41
$1.6M 0.38%
21,600
+2,804
42
$1.55M 0.37%
16,958
-423
43
$1.39M 0.33%
5,000
44
$1.37M 0.33%
6,629
45
$1.32M 0.32%
5,037
-1,960
46
$1.32M 0.32%
13,789
-226
47
$1.3M 0.31%
125,958
-35,000
48
$1.29M 0.31%
42,364
+469
49
$1.28M 0.31%
32,470
-277
50
$1.17M 0.28%
3,516
-3,500
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