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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.28%
9,700
+458
52
$1.45M 0.27%
36,706
+2,809
53
$1.43M 0.26%
10,137
-291
54
$1.36M 0.25%
26,000
+9,000
55
$1.34M 0.25%
5,560
56
$1.3M 0.24%
8,237
+136
57
$1.25M 0.23%
48,360
-1,425
58
$1.18M 0.22%
5,155
+990
59
$1.12M 0.21%
30,597
-1,392
60
$1.09M 0.2%
15,150
-7,000
61
$1.06M 0.2%
12,522
-44
62
$1.05M 0.2%
1,153
+551
63
$1.03M 0.19%
43,206
-914
64
$1.01M 0.19%
9,985
65
$929K 0.17%
15,726
+834
66
$922K 0.17%
5,531
-17
67
$901K 0.17%
1,943
-45
68
$869K 0.16%
12,398
-13,040
69
$858K 0.16%
2,436
-78
70
$852K 0.16%
20,060
-9,000
71
$846K 0.16%
10,000
72
$845K 0.16%
12,534
73
$844K 0.16%
3,707
-799
74
$823K 0.15%
44,273
-2,794
75
$800K 0.15%
6,194
+642
1 2
3
4 5