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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.32%
6,629
52
$1.33M 0.31%
37,060
+17,000
53
$1.25M 0.29%
19,339
+104
54
$1.24M 0.29%
56,390
-1,299
55
$1.23M 0.29%
47,219
-1,150
56
$1.21M 0.28%
8,000
-1,000
57
$1.14M 0.27%
10,443
-347
58
$1.13M 0.26%
11,078
-54
59
$1.13M 0.26%
12,796
-77
60
$1.09M 0.26%
58,243
+4,243
61
$1.08M 0.25%
5,534
+48
62
$1.05M 0.25%
22,150
+150
63
$1.04M 0.24%
26,976
+140
64
$990K 0.23%
19,800
-750
65
$958K 0.22%
17,000
+6,000
66
$951K 0.22%
5,720
67
$938K 0.22%
21,420
+10
68
$932K 0.22%
42,911
-895
69
$896K 0.21%
3,281
-35
70
$888K 0.21%
+5,000
71
$844K 0.2%
9,600
72
$737K 0.17%
12,534
73
$729K 0.17%
8,451
+1
74
$691K 0.16%
5,415
+50
75
$681K 0.16%
3,203
-25
1 2
3
4 5