KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 0.91%
80,513
+1,597
27
$5.84M 0.79%
137,758
+1,064
28
$5.79M 0.79%
13,249
+602
29
$5.51M 0.75%
40,456
+13,274
30
$5.3M 0.72%
18,948
-29
31
$5.3M 0.72%
32,223
-698
32
$5.23M 0.71%
29,567
+8,363
33
$4.94M 0.67%
13,465
-591
34
$4.39M 0.6%
35,507
-672
35
$3.88M 0.53%
64,644
+2,157
36
$3.73M 0.51%
28,288
-1,010
37
$3.44M 0.47%
205,000
+30,000
38
$3.29M 0.45%
30,492
+4
39
$3.23M 0.44%
20,305
-482
40
$2.74M 0.37%
18,312
-28
41
$2.32M 0.31%
16,208
+1,153
42
$2.25M 0.31%
14,728
-724
43
$2.08M 0.28%
31,850
44
$1.88M 0.26%
5,692
-1,565
45
$1.74M 0.24%
15,885
-895
46
$1.57M 0.21%
18,981
-698
47
$1.5M 0.2%
10,999
+6
48
$1.49M 0.2%
4,906
-69
49
$1.49M 0.2%
2,618
+564
50
$1.48M 0.2%
6,447
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2
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