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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.85M
3
+$6.2M
4
CVX icon
Chevron
CVX
+$5.81M
5
V icon
Visa
V
+$5.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.95%
2 Energy 7.49%
3 Consumer Discretionary 7.08%
4 Utilities 6.88%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.49%
+8,351
52
$681K 0.47%
+18,224
53
$670K 0.46%
+6,069
54
$649K 0.45%
+24,200
55
$626K 0.43%
+14,124
56
$624K 0.43%
+20,400
57
$594K 0.41%
+59,033
58
$593K 0.41%
+15,088
59
$581K 0.4%
+21,860
60
$577K 0.4%
+16,707
61
$555K 0.38%
+12,383
62
$494K 0.34%
+15,385
63
$445K 0.31%
+12,600
64
$429K 0.3%
+14,855
65
$428K 0.3%
+8,584
66
$414K 0.29%
+2,948
67
$410K 0.28%
+23,250
68
$403K 0.28%
+14,208
69
$398K 0.28%
+5,300
70
$377K 0.26%
+64,661
71
$369K 0.26%
+10,600
72
$357K 0.25%
+10,260
73
$352K 0.24%
+12,978
74
$341K 0.24%
+4,125
75
$327K 0.23%
+3,602
1 2
3
4