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
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.51M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M

Top Sells

1
+$3.92M
2
+$577K
3
+$540K
4
IBM icon
IBM
IBM
+$523K
5
PANW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.16%
8,702
+2
77
$294K 0.16%
7,000
78
$281K 0.16%
13,173
79
$278K 0.15%
+8,220
80
$276K 0.15%
2,830
-290
81
$276K 0.15%
7,039
82
$272K 0.15%
5,388
-660
83
$272K 0.15%
7,570
84
$271K 0.15%
13,650
85
$268K 0.15%
17,900
86
$256K 0.14%
5,945
87
$254K 0.14%
5,880
88
$253K 0.14%
4,787
89
$252K 0.14%
2,384
+81
90
$244K 0.13%
5,679
-56
91
$228K 0.13%
3,100
92
$227K 0.13%
6,960
-234
93
$217K 0.12%
+1,815
94
$217K 0.12%
15,740
95
$216K 0.12%
+1,491
96
$215K 0.12%
19,778
-33,300
97
$204K 0.11%
+5,202
98
$194K 0.11%
14,791
99
$161K 0.09%
12,091
100
$147K 0.08%
4,799
-49
1 2 3
4
5