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
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.28M
3
+$2.69M
4
PLTR icon
Palantir
PLTR
+$1.81M
5
VTV icon
Vanguard Value ETF
VTV
+$1.48M

Top Sells

1
+$8.21M
2
+$6.88M
3
+$1.03M
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$580K

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
IJS icon
51
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
$1.47M 0.2%
14,754
-383
CAT icon
52
Caterpillar
CAT
$247B
$1.35M 0.18%
3,477
+2
IVE icon
53
iShares S&P 500 Value ETF
IVE
$41.7B
$1.28M 0.17%
6,550
VB icon
54
Vanguard Small-Cap ETF
VB
$67B
$1.27M 0.17%
5,381
-22
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.24M 0.17%
12,463
-382
BLK icon
56
Blackrock
BLK
$180B
$1.21M 0.16%
1,149
UNH icon
57
UnitedHealth
UNH
$323B
$1.17M 0.16%
3,741
-26,307
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$14.6B
$1.1M 0.15%
36,029
+1,676
VBR icon
59
Vanguard Small-Cap Value ETF
VBR
$31B
$1.03M 0.14%
5,274
-124
VZ icon
60
Verizon
VZ
$171B
$1.02M 0.14%
23,587
-100
IEF icon
61
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1M 0.14%
10,453
-96
FBND icon
62
Fidelity Total Bond ETF
FBND
$21.1B
$1M 0.14%
21,857
-516
VRP icon
63
Invesco Variable Rate Preferred ETF
VRP
$2.23B
$974K 0.13%
39,833
-2,699
ELV icon
64
Elevance Health
ELV
$78.5B
$883K 0.12%
2,269
-1,491
APO icon
65
Apollo Global Management
APO
$69.4B
$865K 0.12%
+6,100
TSM icon
66
TSMC
TSM
$1.53T
$862K 0.12%
3,806
+92
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.06T
$845K 0.11%
1,739
+804
DKS icon
68
Dick's Sporting Goods
DKS
$20.5B
$832K 0.11%
4,205
-203
IWF icon
69
iShares Russell 1000 Growth ETF
IWF
$122B
$816K 0.11%
1,922
WM icon
70
Waste Management
WM
$86.8B
$816K 0.11%
3,564
+1
THC icon
71
Tenet Healthcare
THC
$17.7B
$792K 0.11%
4,500
-1,000
UPS icon
72
United Parcel Service
UPS
$73.2B
$782K 0.11%
7,746
VUG icon
73
Vanguard Growth ETF
VUG
$195B
$780K 0.11%
1,780
-195
AVGO icon
74
Broadcom
AVGO
$1.65T
$778K 0.11%
2,824
+67
GS icon
75
Goldman Sachs
GS
$232B
$769K 0.1%
1,086
1 2
3
4 5