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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.24%
10,508
+82
52
$851K 0.23%
5,457
-143
53
$822K 0.22%
21,880
+2,526
54
$814K 0.22%
6,759
+394
55
$720K 0.19%
3,395
+35
56
$706K 0.19%
14,150
-2,000
57
$671K 0.18%
12,534
58
$631K 0.17%
5,410
-492
59
$606K 0.16%
7,000
60
$603K 0.16%
9,000
61
$592K 0.16%
4,012
-107
62
$583K 0.15%
22,500
+5,000
63
$574K 0.15%
1,774
-658
64
$571K 0.15%
3,228
65
$549K 0.15%
5,077
-12,282
66
$542K 0.14%
48,800
+10,000
67
$517K 0.14%
13,913
-806
68
$506K 0.13%
12,774
+255
69
$500K 0.13%
+14,200
70
$499K 0.13%
2,072
+501
71
$496K 0.13%
8,965
72
$491K 0.13%
9,840
+6
73
$489K 0.13%
21,897
-5,000
74
$482K 0.13%
2,838
75
$473K 0.13%
4,040
+102
1 2
3
4 5