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
$660M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.02M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
HOLX icon
Hologic
HOLX
+$1.06M

Top Sells

1
+$1.65M
2
+$1.02M
3
+$960K
4
STVN icon
Stevanato
STVN
+$763K
5
LLY icon
Eli Lilly
LLY
+$621K

Sector Composition

1 Technology 16.86%
2 Financials 9.27%
3 Healthcare 8.42%
4 Consumer Staples 5.18%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.22%
10,993
+218
52
$1.37M 0.21%
4,975
-46
53
$1.27M 0.19%
12,845
-602
54
$1.25M 0.19%
6,550
55
$1.2M 0.18%
5,403
56
$1.15M 0.17%
3,475
+157
57
$1.09M 0.16%
1,149
58
$1.07M 0.16%
23,687
+649
59
$1.06M 0.16%
34,353
-1,036
60
$1.06M 0.16%
2,054
+2
61
$1.03M 0.16%
42,532
-192
62
$1.02M 0.15%
22,373
-1,557
63
$1.01M 0.15%
10,549
-102
64
$1.01M 0.15%
5,398
-181
65
$888K 0.13%
4,408
-10
66
$852K 0.13%
7,746
+5,680
67
$825K 0.13%
3,563
+2
68
$749K 0.11%
12,534
69
$745K 0.11%
10,396
+246
70
$742K 0.11%
21,733
+2,028
71
$740K 0.11%
8,239
+43
72
$740K 0.11%
+5,500
73
$736K 0.11%
21,792
+192
74
$726K 0.11%
6,412
-8,999
75
$694K 0.11%
1,922
+114
1 2
3
4 5