KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.06M
3
+$3.05M
4
TT icon
Trane Technologies
TT
+$2.51M
5
PLTR icon
Palantir
PLTR
+$2.32M

Top Sells

1
+$18.4M
2
+$3.13M
3
+$1.3M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$876K

Sector Composition

1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71M 0.83%
81,229
-2,007
27
$5.66M 0.83%
66,119
+3,694
28
$5.4M 0.79%
33,387
+516
29
$5.01M 0.73%
18,977
+2,268
30
$4.58M 0.67%
30,111
+22
31
$4.56M 0.67%
36,493
+531
32
$4.3M 0.63%
11,637
+6,803
33
$3.47M 0.51%
10,144
+741
34
$3.44M 0.5%
20,333
+13,595
35
$3.44M 0.5%
20,504
-26
36
$3.39M 0.49%
12,276
+4,075
37
$3.37M 0.49%
20,195
-1,414
38
$3.35M 0.49%
31,130
+809
39
$3.31M 0.48%
63,285
-2,465
40
$3.2M 0.47%
14,500
-83,602
41
$3.15M 0.46%
18,296
+2
42
$2.32M 0.34%
+30,703
43
$2.25M 0.33%
15,558
+314
44
$1.97M 0.29%
13,574
+2,494
45
$1.88M 0.27%
17,624
-84
46
$1.68M 0.24%
20,455
-93
47
$1.67M 0.24%
15,380
-35
48
$1.63M 0.24%
+15,411
49
$1.47M 0.21%
6,447
50
$1.46M 0.21%
5,021
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