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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.23%
19,400
-94
52
$720K 0.23%
14,051
53
$697K 0.22%
6,301
-649
54
$691K 0.22%
9,419
+2
55
$673K 0.21%
4,092
56
$662K 0.21%
6,542
+30
57
$647K 0.2%
6,365
+1,370
58
$641K 0.2%
+3,546
59
$613K 0.19%
14,674
-1,722
60
$612K 0.19%
4,010
+76
61
$592K 0.19%
12,702
-192
62
$590K 0.18%
+13,200
63
$572K 0.18%
80,840
+40,240
64
$542K 0.17%
12,634
-80
65
$537K 0.17%
3,368
-52
66
$527K 0.16%
4,513
+1
67
$523K 0.16%
5,950
-100
68
$511K 0.16%
3,937
-28
69
$510K 0.16%
13,765
+495
70
$496K 0.16%
4,725
71
$480K 0.15%
13,431
-300
72
$479K 0.15%
2,299
73
$463K 0.14%
19,350
-800
74
$440K 0.14%
8,769
75
$439K 0.14%
6,487
+54
1 2
3
4 5