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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.24%
5,000
52
$1.02M 0.22%
10,535
-342
53
$1.02M 0.21%
7,904
-99
54
$996K 0.21%
30,721
-536
55
$982K 0.21%
43,908
-222
56
$919K 0.19%
5,973
57
$872K 0.18%
13,634
58
$858K 0.18%
3,144
-9
59
$839K 0.18%
7,918
-22
60
$831K 0.18%
7,857
+73
61
$766K 0.16%
7,440
+99
62
$735K 0.15%
1,136
-350
63
$698K 0.15%
1,778
+995
64
$640K 0.13%
4,470
65
$633K 0.13%
9,069
-488
66
$608K 0.13%
3,293
67
$589K 0.12%
6,481
-10,035
68
$581K 0.12%
2,323
+20
69
$577K 0.12%
10,302
+1,032
70
$566K 0.12%
4,035
71
$551K 0.12%
7,000
72
$550K 0.12%
3,609
+17
73
$544K 0.11%
25,000
74
$541K 0.11%
16,298
-113
75
$540K 0.11%
3,000
1 2
3
4 5