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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.88M
3
+$1.34M
4
WMT icon
Walmart
WMT
+$1.34M
5
PDD icon
Pinduoduo
PDD
+$670K

Top Sells

1
+$3.09M
2
+$2.19M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.32%
4,781
+1,500
52
$1.4M 0.32%
18,844
-495
53
$1.34M 0.3%
10,000
+5,000
54
$1.34M 0.3%
8,000
55
$1.32M 0.3%
22,150
56
$1.26M 0.28%
6,002
-43
57
$1.25M 0.28%
10,445
+2
58
$1.2M 0.27%
46,369
-850
59
$1.14M 0.26%
5,534
60
$1.13M 0.25%
8,451
61
$1.12M 0.25%
55,489
-901
62
$1.12M 0.25%
29,060
-8,000
63
$1.12M 0.25%
10,978
-100
64
$1.11M 0.25%
17,000
65
$1.07M 0.24%
12,668
-128
66
$1.05M 0.24%
27,413
+437
67
$1.04M 0.23%
5,704
-16
68
$993K 0.22%
21,420
69
$984K 0.22%
19,800
70
$982K 0.22%
42,949
+38
71
$907K 0.2%
4,505
+1,000
72
$883K 0.2%
26,897
+13,000
73
$813K 0.18%
58,180
-63
74
$769K 0.17%
12,534
75
$750K 0.17%
5,646
+4,000
1 2
3
4 5