KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+6.79%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$181M
AUM Growth
+$181M
(+11%)
Cap. Flow
+$9.63M
Cap. Flow
% of AUM
5.31%
Top 10 Holdings %
Top 10 Hldgs %
51.52%
Holding
115
New
9
Increased
36
Reduced
32
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$2.59M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.51M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.08M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.8M |
Top Sells
| 1 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$3.92M |
| 2 |
AbbVie
ABBV
|
$577K |
| 3 |
SPDR Gold Trust
GLD
|
$540K |
| 4 |
IBM
IBM
|
$523K |
| 5 |
Palo Alto Networks
PANW
|
$446K |
Sector Composition
| 1 | Healthcare | 9.15% |
| 2 | Financials | 7.02% |
| 3 | Consumer Staples | 6.62% |
| 4 | Communication Services | 6.52% |
| 5 | Consumer Discretionary | 5.19% |
