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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.26%
22,000
-5,000
52
$1.02M 0.26%
23,030
+200
53
$1.02M 0.26%
46,527
-500
54
$992K 0.25%
1,803
55
$978K 0.25%
10,112
+202
56
$969K 0.25%
5,400
57
$968K 0.25%
9,791
-74
58
$960K 0.24%
12,534
59
$883K 0.22%
1,943
60
$872K 0.22%
6,062
-388
61
$843K 0.21%
11,824
-263
62
$775K 0.2%
8,217
-674
63
$695K 0.18%
4,709
+2,001
64
$692K 0.18%
15,820
+104
65
$646K 0.16%
7,504
+203
66
$641K 0.16%
2,415
67
$605K 0.15%
5,091
+2,279
68
$593K 0.15%
4,693
-20
69
$575K 0.15%
3,587
-43
70
$568K 0.14%
4,423
71
$566K 0.14%
10,104
72
$560K 0.14%
21,666
-1,720
73
$549K 0.14%
15,000
74
$546K 0.14%
7,000
75
$542K 0.14%
3,303
+2
1 2
3
4 5