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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.24%
5,400
52
$1.19M 0.24%
10,877
+427
53
$1.16M 0.23%
31,257
-731
54
$1.1M 0.22%
5,000
55
$1.06M 0.21%
8,003
+2,099
56
$1.05M 0.21%
13,634
57
$1.03M 0.21%
1,486
58
$982K 0.2%
44,130
+953
59
$963K 0.19%
5,973
+1,550
60
$946K 0.19%
7,940
-4,009
61
$865K 0.17%
+4,916
62
$847K 0.17%
7,341
-88
63
$776K 0.16%
3,153
-43
64
$747K 0.15%
4,470
-213
65
$703K 0.14%
4,468
+1,428
66
$695K 0.14%
9,557
-143
67
$683K 0.14%
3,293
+66
68
$645K 0.13%
2,281
+575
69
$623K 0.13%
3,592
+2
70
$609K 0.12%
7,000
71
$603K 0.12%
2,303
+36
72
$602K 0.12%
16,411
+645
73
$566K 0.11%
6,336
-876
74
$558K 0.11%
9,270
+16
75
$540K 0.11%
4,035
+833
1 2
3
4 5