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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.3%
6,629
52
$1.45M 0.3%
22,300
+150
53
$1.45M 0.3%
5,630
-372
54
$1.35M 0.28%
7,500
-500
55
$1.27M 0.26%
10,000
56
$1.24M 0.25%
29,060
57
$1.24M 0.25%
5,562
+28
58
$1.22M 0.25%
46,422
+53
59
$1.21M 0.25%
10,447
+2
60
$1.19M 0.24%
19,800
61
$1.16M 0.24%
8,151
-300
62
$1.15M 0.24%
17,000
63
$1.14M 0.23%
29,078
+1,665
64
$1.12M 0.23%
5,704
65
$1.09M 0.22%
46,577
-8,912
66
$1.09M 0.22%
12,668
67
$1.09M 0.22%
10,659
-319
68
$1.02M 0.21%
21,420
69
$987K 0.2%
22,000
70
$956K 0.2%
43,989
+1,040
71
$927K 0.19%
4,506
+1
72
$872K 0.18%
5,647
+1
73
$831K 0.17%
58,121
-59
74
$764K 0.16%
12,534
75
$759K 0.16%
1,988
1 2
3
4 5