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
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.65M
3
+$2.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$2.89M
2
+$2.83M
3
+$1.4M
4
CI icon
Cigna
CI
+$1.16M
5
SNY icon
Sanofi
SNY
+$1.13M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.27%
10,425
+313
52
$1.14M 0.27%
13,634
+1,100
53
$1.1M 0.26%
16,314
-5,840
54
$1.06M 0.25%
1,503
-300
55
$1.03M 0.25%
5,400
56
$997K 0.24%
1,943
57
$965K 0.23%
43,111
-3,416
58
$905K 0.22%
9,175
-616
59
$886K 0.21%
10,840
-6,070
60
$871K 0.21%
22,000
61
$824K 0.2%
7,427
-77
62
$811K 0.19%
15,833
+13
63
$804K 0.19%
11,195
-629
64
$770K 0.18%
3,214
-89
65
$759K 0.18%
15,680
-23,320
66
$685K 0.16%
6,208
+228
67
$680K 0.16%
+25,000
68
$660K 0.16%
+3,000
69
$649K 0.16%
4,693
70
$648K 0.16%
7,000
71
$642K 0.15%
4,423
72
$601K 0.14%
32,645
73
$597K 0.14%
6,870
-1,347
74
$589K 0.14%
9,254
-850
75
$586K 0.14%
3,710
-999
1 2
3
4 5