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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.27%
6,629
52
$1.26M 0.26%
29,060
53
$1.26M 0.26%
22,150
-150
54
$1.25M 0.26%
31,989
-4,254
55
$1.24M 0.25%
5,560
-2
56
$1.23M 0.25%
10,428
-19
57
$1.19M 0.24%
19,800
58
$1.12M 0.23%
10,339
-5,000
59
$1.12M 0.23%
7,538
+86
60
$1.07M 0.22%
12,566
-102
61
$1.04M 0.21%
8,101
-50
62
$1.04M 0.21%
21,430
+10
63
$1.02M 0.21%
9,985
-674
64
$1.02M 0.21%
17,000
65
$1M 0.21%
23,509
+9,000
66
$960K 0.2%
47,067
+3,078
67
$958K 0.2%
28,800
-10,000
68
$957K 0.2%
44,120
-2,457
69
$954K 0.2%
5,704
70
$940K 0.19%
+6,115
71
$887K 0.18%
10,000
+4,000
72
$883K 0.18%
4,506
73
$834K 0.17%
4,165
+2,401
74
$830K 0.17%
27,000
+17,000
75
$806K 0.17%
5,548
-99
1 2
3
4 5