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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 1.09%
44,956
+2,444
27
$5.15M 1.04%
37,201
-973
28
$4.96M 1%
61,140
+3,274
29
$4.74M 0.96%
96,169
+4,751
30
$4.48M 0.91%
14,425
+138
31
$4.37M 0.88%
40,820
-1,571
32
$3.88M 0.79%
17,643
33
$3.83M 0.77%
29,352
+1,296
34
$3.8M 0.77%
25,024
+354
35
$2.74M 0.55%
25,356
+27
36
$2.71M 0.55%
25,268
+439
37
$2.64M 0.53%
32,553
-110
38
$1.98M 0.4%
7,066
+285
39
$1.91M 0.39%
13,432
-3,169
40
$1.76M 0.36%
18,918
+4
41
$1.74M 0.35%
17,724
-354
42
$1.7M 0.34%
7,660
+686
43
$1.6M 0.32%
35,172
-272
44
$1.52M 0.31%
16,005
-663
45
$1.36M 0.27%
6,629
46
$1.34M 0.27%
16,516
+2
47
$1.32M 0.27%
7,784
+73
48
$1.32M 0.27%
13,678
+65
49
$1.3M 0.26%
41,949
-476
50
$1.26M 0.26%
2,843
+900
1
2
3 4 5