KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.2%
14,754
-383
52
$1.35M 0.18%
3,477
+2
53
$1.28M 0.17%
6,550
54
$1.27M 0.17%
5,381
-22
55
$1.24M 0.17%
12,463
-382
56
$1.21M 0.16%
1,149
57
$1.17M 0.16%
3,741
-26,307
58
$1.1M 0.15%
36,029
+1,676
59
$1.03M 0.14%
5,274
-124
60
$1.02M 0.14%
23,587
-100
61
$1M 0.14%
10,453
-96
62
$1M 0.14%
21,857
-516
63
$974K 0.13%
39,833
-2,699
64
$883K 0.12%
2,269
-1,491
65
$865K 0.12%
+6,100
66
$862K 0.12%
3,806
+92
67
$845K 0.11%
1,739
+804
68
$832K 0.11%
4,205
-203
69
$816K 0.11%
1,922
70
$816K 0.11%
3,564
+1
71
$792K 0.11%
4,500
-1,000
72
$782K 0.11%
7,746
73
$780K 0.11%
1,780
-195
74
$778K 0.11%
2,824
+67
75
$769K 0.1%
1,086
1 2
3
4 5