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
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1
+$4.89M
2
+$824K
3
+$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.21%
10,676
+66
52
$1.2M 0.21%
26,438
-1,515
53
$1.17M 0.2%
3,187
+47
54
$1.15M 0.2%
6,158
+185
55
$1.15M 0.2%
5,000
56
$1.14M 0.2%
27,083
+624
57
$1.1M 0.19%
7,023
+22
58
$1.09M 0.19%
5,683
+424
59
$1.06M 0.19%
11,216
-945
60
$1.03M 0.18%
43,499
-120
61
$1.01M 0.18%
4,494
-29
62
$978K 0.17%
7,414
+2
63
$970K 0.17%
1,163
+27
64
$954K 0.17%
13,634
65
$942K 0.17%
1,960
66
$899K 0.16%
+18,500
67
$779K 0.14%
1,402
+928
68
$766K 0.13%
4,012
69
$753K 0.13%
3,532
-79
70
$715K 0.13%
2,288
71
$692K 0.12%
4,140
72
$654K 0.11%
3,186
73
$631K 0.11%
10,319
74
$609K 0.11%
1,808
75
$591K 0.1%
1,718
1 2
3
4 5