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
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.62M
3
+$1.93M
4
BSX icon
Boston Scientific
BSX
+$620K
5
AMD icon
Advanced Micro Devices
AMD
+$616K

Top Sells

1
+$21.9M
2
+$14.8M
3
+$10.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.65M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.3%
22,350
+8,437
52
$661K 0.29%
12,534
53
$655K 0.28%
7,950
+3,432
54
$644K 0.28%
2,838
+1,475
55
$632K 0.27%
14,150
56
$631K 0.27%
5,355
-55
57
$620K 0.27%
+19,000
58
$616K 0.27%
+13,539
59
$583K 0.25%
6,092
+1,015
60
$578K 0.25%
+3,264
61
$572K 0.25%
7,000
62
$543K 0.23%
3,289
+297
63
$536K 0.23%
22,677
64
$480K 0.21%
48,800
65
$468K 0.2%
+19,760
66
$448K 0.19%
3,857
-155
67
$437K 0.19%
9,869
+904
68
$432K 0.19%
3,228
69
$403K 0.17%
13,400
70
$402K 0.17%
4,400
71
$396K 0.17%
+22,000
72
$395K 0.17%
10,425
-2,349
73
$393K 0.17%
+9,000
74
$389K 0.17%
9,600
-4,600
75
$385K 0.17%
+4,146
1 2
3
4 5