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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.25%
10,426
+121
52
$819K 0.24%
15,832
+3,025
53
$726K 0.21%
19,354
+39
54
$720K 0.21%
16,150
+750
55
$691K 0.2%
12,534
56
$687K 0.2%
5,902
-49
57
$651K 0.19%
24,320
-1,990
58
$633K 0.18%
6,365
-3
59
$629K 0.18%
7,000
60
$570K 0.16%
+6,555
61
$565K 0.16%
4,063
+488
62
$562K 0.16%
3,360
-750
63
$550K 0.16%
9,000
-8,020
64
$546K 0.16%
3,228
65
$545K 0.16%
+26,897
66
$520K 0.15%
4,119
+3
67
$502K 0.14%
14,719
-349
68
$495K 0.14%
12,519
+378
69
$488K 0.14%
8,965
70
$472K 0.14%
3,938
+1
71
$448K 0.13%
2,838
-144
72
$439K 0.13%
19,350
73
$419K 0.12%
2,930
+564
74
$418K 0.12%
9,797
-305
75
$411K 0.12%
3,156
+188
1 2
3
4 5