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
$686M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.06M
3
+$3.05M
4
TT icon
Trane Technologies
TT
+$2.51M
5
PLTR icon
Palantir
PLTR
+$2.32M

Top Sells

1
+$18.4M
2
+$3.13M
3
+$1.3M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$876K

Sector Composition

1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.19%
13,447
+484
52
$1.3M 0.19%
+5,403
53
$1.25M 0.18%
6,550
+1,650
54
$1.22M 0.18%
10,775
+6
55
$1.2M 0.18%
3,318
+86
56
$1.18M 0.17%
1,149
+7
57
$1.12M 0.16%
3,043
+250
58
$1.11M 0.16%
35,389
-489
59
$1.11M 0.16%
5,579
+368
60
$1.11M 0.16%
2,052
+17
61
$1.07M 0.16%
23,930
+240
62
$1.06M 0.16%
14,750
+6,750
63
$1.03M 0.15%
42,724
+371
64
$1.01M 0.15%
4,418
-63
65
$985K 0.14%
10,651
+440
66
$960K 0.14%
+20,000
67
$921K 0.13%
23,038
-2,134
68
$815K 0.12%
8,196
+86
69
$799K 0.12%
12,534
70
$763K 0.11%
35,000
-59,800
71
$742K 0.11%
1,809
+91
72
$726K 0.11%
1,808
73
$719K 0.1%
3,561
+1
74
$708K 0.1%
3,587
+27
75
$684K 0.1%
3,029
-157
1 2
3
4 5