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
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.43M
3
+$2.77M
4
CI icon
Cigna
CI
+$1.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$958K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$909K
4
UNH icon
UnitedHealth
UNH
+$855K
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
ABT icon
51
Abbott
ABT
$220B
$1.46M 0.18%
10,894
-105
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$563B
$1.42M 0.18%
4,331
-575
VB icon
53
Vanguard Small-Cap ETF
VB
$68.7B
$1.37M 0.17%
5,381
IVE icon
54
iShares S&P 500 Value ETF
IVE
$47.2B
$1.35M 0.17%
6,550
BLK icon
55
Blackrock
BLK
$161B
$1.34M 0.17%
1,149
AGG icon
56
iShares Core US Aggregate Bond ETF
AGG
$135B
$1.22M 0.15%
12,211
-252
VBR icon
57
Vanguard Small-Cap Value ETF
VBR
$31.6B
$1.1M 0.14%
5,265
-9
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$14.2B
$1.08M 0.14%
34,256
-1,773
GOOG icon
59
Alphabet (Google) Class C
GOOG
$3.81T
$1.07M 0.13%
4,385
+70
TSM icon
60
TSMC
TSM
$1.51T
$1.07M 0.13%
3,818
+12
VZ icon
61
Verizon
VZ
$171B
$1.02M 0.13%
23,180
-407
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$992K 0.12%
10,288
-165
GE icon
63
GE Aerospace
GE
$305B
$988K 0.12%
3,285
+305
VRP icon
64
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$980K 0.12%
39,684
-149
FBND icon
65
Fidelity Total Bond ETF
FBND
$22.9B
$967K 0.12%
20,913
-944
DKS icon
66
Dick's Sporting Goods
DKS
$18.8B
$932K 0.12%
4,193
-12
AVGO icon
67
Broadcom
AVGO
$1.8T
$916K 0.12%
2,775
-49
THC icon
68
Tenet Healthcare
THC
$18.9B
$914K 0.11%
4,500
TSLA icon
69
Tesla
TSLA
$1.43T
$912K 0.11%
2,051
IWF icon
70
iShares Russell 1000 Growth ETF
IWF
$126B
$900K 0.11%
1,922
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.09T
$879K 0.11%
1,749
+10
GS icon
72
Goldman Sachs
GS
$245B
$865K 0.11%
1,086
VUG icon
73
Vanguard Growth ETF
VUG
$202B
$849K 0.11%
1,770
-10
GEV icon
74
GE Vernova
GEV
$163B
$840K 0.11%
1,366
+293
APO icon
75
Apollo Global Management
APO
$76.7B
$813K 0.1%
6,100
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3
4 5