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
$187M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$429K
3
+$414K
4
META icon
Meta Platforms (Facebook)
META
+$282K
5
AEP icon
American Electric Power
AEP
+$229K

Top Sells

1
+$1.32M
2
+$1.25M
3
+$1.25M
4
NVRO
NEVRO CORP.
NVRO
+$645K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$278K

Sector Composition

1 Consumer Staples 7.56%
2 Communication Services 7.27%
3 Healthcare 6.77%
4 Financials 6.59%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.29%
5,106
-76
52
$542K 0.29%
5,036
+101
53
$526K 0.28%
6,036
+1
54
$493K 0.26%
9,800
55
$473K 0.25%
13,440
56
$440K 0.23%
5,196
+491
57
$429K 0.23%
+9,067
58
$417K 0.22%
3,225
59
$396K 0.21%
3,100
60
$390K 0.21%
3,299
61
$386K 0.21%
23,730
+5,116
62
$382K 0.2%
7,046
+1,338
63
$379K 0.2%
11,591
+3,052
64
$375K 0.2%
3,037
-500
65
$362K 0.19%
6,587
-142
66
$358K 0.19%
11,123
-887
67
$357K 0.19%
10,704
+54
68
$347K 0.19%
30,882
-484
69
$341K 0.18%
4,073
70
$323K 0.17%
8,213
-31,733
71
$312K 0.17%
7,326
-944
72
$310K 0.17%
7,398
73
$306K 0.16%
7,000
74
$306K 0.16%
13,073
75
$303K 0.16%
7,039
1 2
3
4 5