KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.18%
10,894
-105
52
$1.42M 0.18%
4,331
-575
53
$1.37M 0.17%
5,381
54
$1.35M 0.17%
6,550
55
$1.34M 0.17%
1,149
56
$1.22M 0.15%
12,211
-252
57
$1.1M 0.14%
5,265
-9
58
$1.08M 0.14%
34,256
-1,773
59
$1.07M 0.13%
4,385
+70
60
$1.07M 0.13%
3,818
+12
61
$1.02M 0.13%
23,180
-407
62
$992K 0.12%
10,288
-165
63
$988K 0.12%
3,285
+305
64
$980K 0.12%
39,684
-149
65
$967K 0.12%
20,913
-944
66
$932K 0.12%
4,193
-12
67
$916K 0.12%
2,775
-49
68
$914K 0.11%
4,500
69
$912K 0.11%
2,051
70
$900K 0.11%
7,688
71
$879K 0.11%
1,749
+10
72
$865K 0.11%
1,086
73
$849K 0.11%
10,620
-60
74
$840K 0.11%
1,366
+293
75
$813K 0.1%
6,100
1 2
3
4 5