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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.22%
13,650
-1,052
52
$1.18M 0.2%
37,518
-3,186
53
$1.15M 0.19%
2,270
+868
54
$1.12M 0.19%
6,158
55
$1.11M 0.19%
10,723
+47
56
$1.1M 0.18%
24,565
-1,873
57
$1.1M 0.18%
26,573
-510
58
$1.07M 0.18%
3,218
+31
59
$1.02M 0.17%
42,800
-699
60
$1.02M 0.17%
5,610
-73
61
$1M 0.17%
10,720
-496
62
$998K 0.17%
4,647
+153
63
$980K 0.16%
1,960
64
$963K 0.16%
7,776
+362
65
$924K 0.15%
6,988
-35
66
$909K 0.15%
1,155
-8
67
$862K 0.14%
13,634
68
$759K 0.13%
3,559
+27
69
$720K 0.12%
2,802
+2,132
70
$717K 0.12%
2,288
71
$680K 0.11%
3,186
72
$659K 0.11%
1,808
73
$657K 0.11%
10,321
+2
74
$643K 0.11%
1,718
75
$637K 0.11%
2,000
-3,000
1 2
3
4 5