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
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.29%
43,858
+10
52
$986K 0.29%
10,788
+201
53
$968K 0.28%
8,000
+5,000
54
$951K 0.28%
48,800
55
$936K 0.27%
5,702
+3,000
56
$922K 0.27%
13,000
57
$919K 0.27%
18,000
+9,000
58
$918K 0.27%
8,234
+729
59
$895K 0.26%
25,861
+806
60
$859K 0.25%
5,486
-1,640
61
$848K 0.25%
22,677
62
$788K 0.23%
49,000
+34,000
63
$773K 0.23%
12,534
64
$753K 0.22%
21,180
+9,760
65
$748K 0.22%
14,150
66
$725K 0.21%
6,047
+1,901
67
$702K 0.21%
20,000
+1,000
68
$683K 0.2%
11,619
+6,004
69
$659K 0.19%
5,355
70
$652K 0.19%
5,644
+2,174
71
$641K 0.19%
2,717
-999
72
$637K 0.19%
+2,807
73
$632K 0.19%
5,720
+1,720
74
$628K 0.18%
19,910
+150
75
$597K 0.18%
+3,312
1 2
3
4 5