KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.09M 0.89%
81,179
+666
27
$6.71M 0.84%
22,753
+627
28
$6.11M 0.77%
136,714
-1,044
29
$5.94M 0.75%
31,836
+2,269
30
$5.92M 0.74%
14,023
+774
31
$5.86M 0.74%
224,799
+207,799
32
$5.54M 0.7%
31,730
-493
33
$5.43M 0.68%
74,016
-1,776
34
$5.22M 0.66%
12,881
-584
35
$4.49M 0.56%
34,598
-909
36
$4.31M 0.54%
65,402
+758
37
$3.79M 0.48%
27,020
-1,268
38
$3.44M 0.43%
30,495
+3
39
$3.23M 0.41%
160,000
-45,000
40
$3.13M 0.39%
18,315
+3
41
$3.04M 0.38%
19,802
-503
42
$2.85M 0.36%
18,318
+2,110
43
$2.79M 0.35%
9,692
+4,000
44
$2.71M 0.34%
14,598
-130
45
$1.73M 0.22%
15,542
-343
46
$1.66M 0.21%
3,486
+9
47
$1.61M 0.2%
14,551
-203
48
$1.6M 0.2%
2,614
-4
49
$1.55M 0.19%
18,655
-326
50
$1.52M 0.19%
6,447
1
2
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