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
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.27%
+4,092
52
$724K 0.26%
14,051
53
$691K 0.25%
12,800
-1,028
54
$687K 0.24%
6,911
-2,639
55
$666K 0.24%
6,453
+105
56
$634K 0.23%
2,518
-715
57
$623K 0.22%
19,491
+8
58
$609K 0.22%
4,725
59
$573K 0.2%
12,714
+180
60
$565K 0.2%
3,833
-179
61
$564K 0.2%
9,415
+58
62
$556K 0.2%
16,502
+2,467
63
$553K 0.2%
14,788
-805
64
$524K 0.19%
2,992
+235
65
$510K 0.18%
9,476
+55
66
$510K 0.18%
20,150
+350
67
$506K 0.18%
3,655
+1,118
68
$487K 0.17%
4,400
69
$483K 0.17%
4,755
-797
70
$475K 0.17%
4,539
-108
71
$472K 0.17%
6,220
-950
72
$461K 0.16%
2,990
+28
73
$455K 0.16%
2,710
-190
74
$436K 0.15%
8,769
+250
75
$404K 0.14%
3,313
+81
1 2
3
4 5