KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.13%
38,174
+168
27
$4.79M 1.06%
57,866
+372
28
$4.46M 0.99%
91,418
+1,212
29
$4.41M 0.97%
42,512
-5,175
30
$4.36M 0.96%
42,391
-555
31
$4.22M 0.93%
14,287
+114
32
$3.72M 0.82%
17,643
-249
33
$3.67M 0.81%
24,670
-250
34
$2.9M 0.64%
28,056
-439
35
$2.78M 0.61%
25,329
-332
36
$2.72M 0.6%
24,829
+18,621
37
$2.68M 0.59%
32,663
-1,299
38
$2.29M 0.51%
16,601
39
$1.8M 0.4%
18,078
-756
40
$1.73M 0.38%
6,781
+3,265
41
$1.69M 0.37%
6,974
+1,937
42
$1.66M 0.37%
18,914
-2,686
43
$1.63M 0.36%
35,444
-1,084
44
$1.62M 0.36%
7,711
45
$1.56M 0.34%
16,668
-290
46
$1.35M 0.3%
13,613
-176
47
$1.33M 0.29%
6,629
48
$1.32M 0.29%
42,425
+61
49
$1.31M 0.29%
16,514
+200
50
$1.24M 0.27%
31,988
-482
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