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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.67M 1.19%
33,431
+1,598
27
$5.11M 1.08%
47,032
+2,195
28
$4.9M 1.03%
37,429
+228
29
$4.59M 0.97%
96,391
+222
30
$4.56M 0.96%
15,104
+679
31
$4.17M 0.88%
32,772
+3,420
32
$4.06M 0.86%
40,191
-629
33
$3.67M 0.77%
17,648
+5
34
$3.47M 0.73%
23,793
-1,231
35
$2.97M 0.63%
25,260
-8
36
$2.4M 0.51%
23,485
-1,871
37
$2.23M 0.47%
27,585
-4,968
38
$2.16M 0.46%
15,655
+2,223
39
$2.03M 0.43%
18,921
+3
40
$2M 0.42%
7,455
-205
41
$1.75M 0.37%
6,116
-950
42
$1.55M 0.33%
16,497
-1,227
43
$1.5M 0.32%
8,891
+4,423
44
$1.43M 0.3%
3,293
+450
45
$1.4M 0.29%
15,659
-346
46
$1.38M 0.29%
31,656
-3,516
47
$1.35M 0.28%
6,629
48
$1.26M 0.27%
41,806
-143
49
$1.21M 0.25%
13,177
-501
50
$1.15M 0.24%
5,400
1
2
3 4 5