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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.94M
3
+$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.3%
3,369
-239
52
$790K 0.29%
3,857
+259
53
$787K 0.29%
6,926
-27
54
$770K 0.29%
20,215
+120
55
$767K 0.29%
14,051
56
$766K 0.28%
6,606
57
$666K 0.25%
13,828
-200
58
$659K 0.25%
4,749
+1,678
59
$652K 0.24%
4,048
+478
60
$650K 0.24%
19,479
+5
61
$649K 0.24%
12,534
-19,412
62
$575K 0.21%
5,402
+694
63
$570K 0.21%
4,725
64
$558K 0.21%
4,646
-54
65
$550K 0.2%
3,942
+326
66
$542K 0.2%
2,900
67
$517K 0.19%
8,000
-3,500
68
$500K 0.19%
4,012
-136
69
$499K 0.19%
9,355
+2
70
$489K 0.18%
19,800
71
$482K 0.18%
14,238
+57
72
$476K 0.18%
1,873
+13
73
$467K 0.17%
36,908
74
$451K 0.17%
4,400
75
$443K 0.16%
7,247
-151
1 2
3
4 5