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
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.76M
3
+$2.77M
4
PEP icon
PepsiCo
PEP
+$1.33M
5
ORCL icon
Oracle
ORCL
+$656K

Top Sells

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
NUVA
NuVasive, Inc.
NUVA
+$1.48M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.42M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.26%
9,910
+21
52
$1.06M 0.26%
6,450
-10,434
53
$1.04M 0.25%
47,027
-2,577
54
$1.02M 0.24%
5,400
-160
55
$978K 0.23%
9,865
-120
56
$958K 0.23%
13,706
+9,384
57
$946K 0.23%
12,534
58
$938K 0.22%
1,943
59
$910K 0.22%
12,087
-286
60
$897K 0.21%
16,094
+10,000
61
$839K 0.2%
8,891
-470
62
$824K 0.2%
15,716
-14
63
$818K 0.2%
4,365
-942
64
$799K 0.19%
9,330
-2,252
65
$793K 0.19%
23,386
-5,685
66
$696K 0.17%
33,189
-11,084
67
$666K 0.16%
7,301
-47
68
$639K 0.15%
15,000
69
$636K 0.15%
10,104
-927
70
$608K 0.15%
4,423
71
$600K 0.14%
5,270
-874
72
$597K 0.14%
3,703
-8,000
73
$590K 0.14%
3,301
+29
74
$571K 0.14%
7,000
75
$560K 0.13%
+2,199
1 2
3
4 5