KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$442K
3
+$407K
4
META icon
Meta Platforms (Facebook)
META
+$284K
5
RTX icon
RTX Corp
RTX
+$224K

Top Sells

1
+$1.36M
2
+$1.26M
3
+$1.25M
4
NVRO
NEVRO CORP.
NVRO
+$645K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Consumer Staples 7.56%
2 Communication Services 7.27%
3 Healthcare 6.77%
4 Financials 6.59%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.16%
7,756
-1,793
77
$288K 0.15%
18,900
+1,000
78
$281K 0.15%
2,487
+95
79
$280K 0.15%
5,945
+45
80
$274K 0.15%
4,610
-177
81
$270K 0.14%
12,407
82
$267K 0.14%
13,650
83
$265K 0.14%
10,198
84
$260K 0.14%
2,654
+188
85
$258K 0.14%
5,685
86
$253K 0.14%
15,740
87
$249K 0.13%
2,830
88
$245K 0.13%
1,770
-26
89
$237K 0.13%
4,200
90
$229K 0.12%
+3,278
91
$229K 0.12%
1,815
92
$225K 0.12%
+3,496
93
$221K 0.12%
6,289
-22
94
$216K 0.12%
3,100
95
$216K 0.12%
2,073
-56
96
$215K 0.11%
5,137
+40
97
$214K 0.11%
4,880
98
$214K 0.11%
+2,725
99
$212K 0.11%
3,000
100
$211K 0.11%
14,791
1 2 3
4
5