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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.85M
3
+$6.2M
4
CVX icon
Chevron
CVX
+$5.81M
5
V icon
Visa
V
+$5.05M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 12.95%
2 Energy 7.49%
3 Consumer Discretionary 7.08%
4 Utilities 6.88%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.23%
+11,562
77
$321K 0.22%
+13,123
78
$319K 0.22%
+34,774
79
$317K 0.22%
+8,694
80
$282K 0.2%
+7,331
81
$266K 0.18%
+12,153
82
$265K 0.18%
+19,961
83
$254K 0.18%
+13,850
84
$247K 0.17%
+12,407
85
$236K 0.16%
+10,760
86
$231K 0.16%
+6,336
87
$227K 0.16%
+3,460
88
$220K 0.15%
+5,310
89
$219K 0.15%
+4,154
90
$215K 0.15%
+15,100
91
$214K 0.15%
+6,521
92
$203K 0.14%
+1,950
93
$202K 0.14%
+10,450
1 2 3
4