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
$660M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.02M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
HOLX icon
Hologic
HOLX
+$1.06M

Top Sells

1
+$1.65M
2
+$1.02M
3
+$960K
4
STVN icon
Stevanato
STVN
+$763K
5
LLY icon
Eli Lilly
LLY
+$621K

Sector Composition

1 Technology 16.86%
2 Financials 9.27%
3 Healthcare 8.42%
4 Consumer Staples 5.18%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.97M 0.91%
78,916
-2,313
27
$5.29M 0.8%
32,921
-466
28
$5.15M 0.78%
14,056
-699
29
$4.91M 0.74%
18,977
30
$4.84M 0.73%
34,634
+14,439
31
$4.39M 0.67%
29,298
-813
32
$4.33M 0.66%
36,179
-314
33
$4.26M 0.65%
12,647
+1,010
34
$3.73M 0.56%
10,569
+425
35
$3.66M 0.56%
21,204
+871
36
$3.63M 0.55%
30,488
-642
37
$3.54M 0.54%
20,787
+283
38
$3.37M 0.51%
62,487
-798
39
$2.69M 0.41%
175,000
+160,500
40
$2.56M 0.39%
18,340
+44
41
$2.56M 0.39%
15,452
-106
42
$2.52M 0.38%
15,055
+1,481
43
$2.39M 0.36%
7,257
-5,019
44
$2.29M 0.35%
27,182
-3,521
45
$1.97M 0.3%
31,850
+17,100
46
$1.82M 0.28%
16,780
-844
47
$1.64M 0.25%
3,760
+717
48
$1.63M 0.25%
19,679
-776
49
$1.52M 0.23%
6,447
50
$1.48M 0.22%
15,137
-243
1
2
3 4 5