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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.29%
20,550
+6,400
52
$1.09M 0.28%
6,913
+866
53
$1.09M 0.28%
8,749
+515
54
$1.07M 0.28%
18,676
-1,138
55
$1M 0.26%
19,235
+152
56
$978K 0.25%
26,836
+975
57
$969K 0.25%
3,814
+1,097
58
$943K 0.24%
43,806
-52
59
$934K 0.24%
5,486
60
$932K 0.24%
12,000
+5,000
61
$909K 0.24%
9,000
+1,000
62
$903K 0.23%
18,000
63
$868K 0.23%
3,316
+509
64
$842K 0.22%
24,513
-543
65
$801K 0.21%
54,000
+5,000
66
$790K 0.21%
21,320
+140
67
$780K 0.2%
21,410
+1,500
68
$773K 0.2%
12,534
69
$766K 0.2%
20,060
+60
70
$745K 0.19%
9,600
71
$738K 0.19%
5,720
72
$731K 0.19%
14,119
-4,946
73
$730K 0.19%
22,000
+5,000
74
$679K 0.18%
5,365
+10
75
$674K 0.18%
9,998
+6,694
1 2
3
4 5