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
$642M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.3M
3
+$1.88M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.77M
5
META icon
Meta Platforms (Facebook)
META
+$1.31M

Top Sells

1
+$5.34M
2
+$2.11M
3
+$1.59M
4
DG icon
Dollar General
DG
+$924K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$713K

Sector Composition

1 Technology 17.42%
2 Healthcare 9.19%
3 Financials 7.76%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 0.92%
14,614
-1,592
27
$5.51M 0.86%
32,871
-1,796
28
$5.48M 0.85%
124,850
-4,192
29
$5.12M 0.8%
30,089
-2,127
30
$4.45M 0.69%
35,962
-1,874
31
$4.41M 0.69%
16,709
-2,146
32
$3.77M 0.59%
65,750
-7,276
33
$3.68M 0.57%
21,609
+1,717
34
$3.56M 0.55%
20,530
-871
35
$3.55M 0.55%
30,321
-65
36
$2.84M 0.44%
8,201
-1,665
37
$2.8M 0.44%
18,294
+3
38
$2.64M 0.41%
9,403
+1,996
39
$2.47M 0.39%
15,244
-32,939
40
$2M 0.31%
17,708
-1,579
41
$1.95M 0.3%
6,059
-497
42
$1.9M 0.3%
94,800
+22,000
43
$1.88M 0.29%
+4,834
44
$1.77M 0.28%
+98,102
45
$1.71M 0.27%
20,548
-487
46
$1.66M 0.26%
15,415
-383
47
$1.63M 0.25%
11,080
+514
48
$1.59M 0.25%
6,447
-193
49
$1.5M 0.23%
7,618
-151
50
$1.45M 0.23%
2,793
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