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
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1
+$4.89M
2
+$824K
3
+$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.21M 1.09%
65,785
+1,323
27
$5.78M 1.01%
33,043
-540
28
$5.59M 0.98%
35,860
-356
29
$4.71M 0.83%
18,855
+50
30
$4.61M 0.81%
38,951
-269
31
$3.94M 0.69%
8,111
+1,747
32
$3.93M 0.69%
76,106
-5,273
33
$3.53M 0.62%
21,744
-1,098
34
$3.52M 0.62%
30,244
+5,256
35
$2.62M 0.46%
7,216
-700
36
$2.59M 0.45%
15,891
+301
37
$2.42M 0.42%
18,388
+79
38
$2.2M 0.39%
20,184
-1,112
39
$1.91M 0.33%
14,871
-3,671
40
$1.9M 0.33%
6,682
-300
41
$1.79M 0.31%
21,900
-1,007
42
$1.75M 0.31%
13,974
+1,003
43
$1.68M 0.29%
16,332
-266
44
$1.63M 0.29%
6,640
+11
45
$1.61M 0.28%
10,204
+503
46
$1.45M 0.25%
2,793
47
$1.44M 0.25%
14,702
-301
48
$1.4M 0.25%
5,398
49
$1.4M 0.25%
7,684
-17
50
$1.31M 0.23%
40,704
-739
1
2
3 4 5