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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.3%
+21,000
52
$1.49M 0.29%
13,851
+472
53
$1.28M 0.25%
9,361
-339
54
$1.27M 0.25%
5,560
55
$1.24M 0.24%
5,155
56
$1.21M 0.24%
49,604
+1,244
57
$1.17M 0.23%
9,889
-248
58
$1.17M 0.23%
122,000
+109,000
59
$1M 0.2%
9,985
60
$984K 0.19%
12,373
-149
61
$957K 0.19%
11,582
+257
62
$954K 0.19%
1,943
63
$947K 0.19%
43,106
-100
64
$929K 0.18%
29,071
-1,526
65
$881K 0.17%
1,153
66
$873K 0.17%
2,430
-6
67
$871K 0.17%
4,707
+1,000
68
$849K 0.17%
12,534
69
$814K 0.16%
15,730
+4
70
$812K 0.16%
21,140
+11,000
71
$806K 0.16%
15,000
-150
72
$790K 0.16%
44,273
73
$765K 0.15%
6,144
-50
74
$756K 0.15%
11,400
75
$729K 0.14%
3,272
+2
1 2
3
4 5