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
$642M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.3M
3
+$1.88M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.77M
5
META icon
Meta Platforms (Facebook)
META
+$1.31M

Top Sells

1
+$5.34M
2
+$2.11M
3
+$1.59M
4
DG icon
Dollar General
DG
+$924K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$713K

Sector Composition

1 Technology 17.42%
2 Healthcare 9.19%
3 Financials 7.76%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.22%
5,021
-377
52
$1.31M 0.2%
12,963
-687
53
$1.26M 0.2%
3,232
+14
54
$1.23M 0.19%
10,769
+46
55
$1.19M 0.19%
35,878
-1,640
56
$1.18M 0.18%
6,738
-9,128
57
$1.13M 0.18%
25,172
-1,401
58
$1.11M 0.17%
23,690
-875
59
$1.08M 0.17%
1,142
-13
60
$1.07M 0.17%
2,035
+75
61
$1.05M 0.16%
5,211
-399
62
$1.04M 0.16%
42,353
-447
63
$1M 0.16%
10,211
-509
64
$966K 0.15%
4,900
-1,258
65
$935K 0.15%
4,481
-166
66
$926K 0.14%
12,534
-1,100
67
$921K 0.14%
8,110
+334
68
$789K 0.12%
3,567
-79
69
$739K 0.12%
3,560
+1
70
$728K 0.11%
10,135
-186
71
$717K 0.11%
2,163
-125
72
$679K 0.11%
1,808
73
$678K 0.11%
+21,600
74
$660K 0.1%
1,718
75
$659K 0.1%
3,186
1 2
3
4 5