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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.88M 0.98%
64,521
-1,264
27
$5.58M 0.93%
16,206
-436
28
$5.31M 0.89%
32,216
-827
29
$5.21M 0.87%
34,667
-1,193
30
$4.57M 0.76%
18,855
31
$4.29M 0.72%
37,836
-1,115
32
$3.91M 0.65%
73,026
-3,080
33
$3.53M 0.59%
21,401
-343
34
$3.5M 0.58%
30,386
+142
35
$3.26M 0.54%
9,866
+2,650
36
$2.84M 0.47%
7,407
+6,453
37
$2.81M 0.47%
19,892
+5,918
38
$2.54M 0.42%
15,866
-25
39
$2.26M 0.38%
18,291
-97
40
$2.11M 0.35%
14,784
-87
41
$2.07M 0.34%
19,287
-897
42
$2.05M 0.34%
6,556
-126
43
$1.72M 0.29%
21,035
-865
44
$1.65M 0.28%
10,566
+362
45
$1.54M 0.26%
15,798
-534
46
$1.51M 0.25%
2,793
47
$1.5M 0.25%
6,640
48
$1.44M 0.24%
5,398
49
$1.33M 0.22%
+72,800
50
$1.33M 0.22%
7,769
+85
1
2
3 4 5