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
$830M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.63M
3
+$2.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M

Top Sells

1
+$5.91M
2
+$2.06M
3
+$810K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$616K
5
ZBH icon
Zimmer Biomet
ZBH
+$437K

Sector Composition

1 Technology 20.52%
2 Financials 8.93%
3 Communication Services 5.58%
4 Industrials 4.56%
5 Consumer Staples 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
51
Union Pacific
UNP
$156B
$1.5M 0.18%
6,462
+15
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$618B
$1.45M 0.17%
4,329
-2
ABT icon
53
Abbott
ABT
$152B
$1.45M 0.17%
11,552
+658
IVE icon
54
iShares S&P 500 Value ETF
IVE
$49B
$1.39M 0.17%
6,550
VB icon
55
Vanguard Small-Cap ETF
VB
$76.6B
$1.39M 0.17%
5,381
GOOG icon
56
Alphabet (Google) Class C
GOOG
$4.6T
$1.25M 0.15%
3,969
-416
BLK icon
57
Blackrock
BLK
$164B
$1.23M 0.15%
1,149
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.01T
$1.2M 0.15%
2,396
+647
AGG icon
59
iShares Core US Aggregate Bond ETF
AGG
$135B
$1.2M 0.15%
12,046
-165
GEV icon
60
GE Vernova
GEV
$289B
$1.2M 0.15%
1,840
+474
TSM icon
61
TSMC
TSM
$2.08T
$1.19M 0.14%
3,911
+93
GLD icon
62
SPDR Gold Trust
GLD
$150B
$1.15M 0.14%
2,896
+1,393
GE icon
63
GE Aerospace
GE
$293B
$1.11M 0.13%
3,603
+318
VBR icon
64
Vanguard Small-Cap Value ETF
VBR
$34.4B
$1.09M 0.13%
5,149
-116
PFF icon
65
iShares Preferred and Income Securities ETF
PFF
$13.9B
$1.01M 0.12%
32,760
-1,496
IEF icon
66
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$977K 0.12%
10,160
-128
TSLA icon
67
Tesla
TSLA
$1.47T
$971K 0.12%
2,159
+108
EPD icon
68
Enterprise Products Partners
EPD
$84B
$956K 0.12%
29,824
+7,972
FBND icon
69
Fidelity Total Bond ETF
FBND
$25.5B
$945K 0.11%
20,529
-384
GS icon
70
Goldman Sachs
GS
$267B
$938K 0.11%
1,067
-19
AVGO icon
71
Broadcom
AVGO
$1.97T
$936K 0.11%
2,703
-72
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$125B
$910K 0.11%
7,688
VZ icon
73
Verizon
VZ
$199B
$897K 0.11%
22,030
-1,150
THC icon
74
Tenet Healthcare
THC
$16.2B
$894K 0.11%
4,500
APO icon
75
Apollo Global Management
APO
$74.8B
$883K 0.11%
6,100
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3
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