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
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.51M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M

Top Sells

1
+$3.92M
2
+$577K
3
+$540K
4
IBM icon
IBM
IBM
+$523K
5
PANW icon
Palo Alto Networks
PANW
+$446K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.02%
3 Consumer Staples 6.62%
4 Communication Services 6.52%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.43%
11,868
-53
52
$769K 0.42%
+11,384
53
$733K 0.4%
9,224
-87
54
$647K 0.36%
6,205
55
$629K 0.35%
9,142
56
$545K 0.3%
4,537
57
$530K 0.29%
27,916
+1,936
58
$527K 0.29%
3,600
59
$511K 0.28%
+13,140
60
$488K 0.27%
9,800
61
$480K 0.26%
4,990
62
$472K 0.26%
6,035
63
$427K 0.24%
+3,526
64
$423K 0.23%
12,155
-411
65
$401K 0.22%
3,711
+128
66
$386K 0.21%
12,126
67
$360K 0.2%
4,464
+21
68
$343K 0.19%
12,407
69
$343K 0.19%
10,160
-3,005
70
$326K 0.18%
10,650
-383
71
$321K 0.18%
7,398
-119
72
$320K 0.18%
6,341
73
$310K 0.17%
18,614
+2,153
74
$309K 0.17%
3,225
75
$300K 0.17%
4,073
1 2
3
4 5