KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.26%
13,634
52
$1.12M 0.25%
5,000
53
$1.11M 0.25%
11,949
+1,109
54
$1.1M 0.24%
5,400
55
$1.06M 0.23%
10,450
+25
56
$994K 0.22%
1,486
-17
57
$956K 0.21%
43,177
+66
58
$893K 0.2%
1,943
59
$869K 0.19%
8,759
-416
60
$790K 0.17%
7,429
+2
61
$764K 0.17%
+5,904
62
$731K 0.16%
3,196
-18
63
$727K 0.16%
4,683
-10
64
$722K 0.16%
7,212
+342
65
$716K 0.16%
9,700
-1,495
66
$671K 0.15%
4,423
67
$647K 0.14%
3,000
68
$643K 0.14%
15,766
-67
69
$628K 0.14%
32,645
70
$622K 0.14%
7,000
71
$617K 0.14%
3,227
72
$597K 0.13%
3,201
-509
73
$586K 0.13%
3,590
+2
74
$574K 0.13%
9,254
75
$555K 0.12%
2,861
+1
1 2
3
4 5