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
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$8.28M
3 +$2.69M
4
PLTR icon
Palantir
PLTR
+$1.81M
5
VTV icon
Vanguard Value ETF
VTV
+$1.48M

Top Sells

1 +$8.21M
2 +$6.88M
3 +$1.03M
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$580K

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
GE icon
76
GE Aerospace
GE
$318B
$767K 0.1%
2,980
+1
GOOG icon
77
Alphabet (Google) Class C
GOOG
$3.07T
$765K 0.1%
4,315
+616
KO icon
78
Coca-Cola
KO
$295B
$736K 0.1%
10,404
+8
ETN icon
79
Eaton
ETN
$145B
$723K 0.1%
2,025
HON icon
80
Honeywell
HON
$129B
$713K 0.1%
3,062
EPD icon
81
Enterprise Products Partners
EPD
$65.4B
$692K 0.09%
22,329
+596
RTX icon
82
RTX Corp
RTX
$211B
$679K 0.09%
4,653
CRM icon
83
Salesforce
CRM
$231B
$669K 0.09%
2,455
+1,026
BP icon
84
BP
BP
$85B
$652K 0.09%
21,792
TSLA icon
85
Tesla
TSLA
$1.46T
$652K 0.09%
2,051
+1,218
GIS icon
86
General Mills
GIS
$25.8B
$649K 0.09%
12,534
INGR icon
87
Ingredion
INGR
$7.79B
$627K 0.09%
4,625
MRK icon
88
Merck
MRK
$212B
$615K 0.08%
7,774
-465
DRI icon
89
Darden Restaurants
DRI
$21.9B
$603K 0.08%
2,765
VXF icon
90
Vanguard Extended Market ETF
VXF
$24.3B
$569K 0.08%
2,952
+6
GEV icon
91
GE Vernova
GEV
$163B
$568K 0.08%
1,073
TJX icon
92
TJX Companies
TJX
$160B
$564K 0.08%
4,568
ET icon
93
Energy Transfer Partners
ET
$56.5B
$558K 0.08%
30,767
+415
IBM icon
94
IBM
IBM
$262B
$554K 0.08%
1,878
AWR icon
95
American States Water
AWR
$2.91B
$537K 0.07%
7,000
CASY icon
96
Casey's General Stores
CASY
$21.1B
$536K 0.07%
1,050
BXSL icon
97
Blackstone Secured Lending
BXSL
$5.98B
$523K 0.07%
17,000
+10,000
ABBV icon
98
AbbVie
ABBV
$406B
$508K 0.07%
2,737
+14
ADBE icon
99
Adobe
ADBE
$140B
$508K 0.07%
1,314
-190
DIS icon
100
Walt Disney
DIS
$199B
$494K 0.07%
3,984
+65