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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.94M
3
+$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.16%
8,712
-235
77
$435K 0.16%
2,962
78
$414K 0.15%
24,705
-87
79
$408K 0.15%
8,519
-2,100
80
$403K 0.15%
8,962
+11
81
$402K 0.15%
7,282
-1,950
82
$396K 0.15%
2,807
-23
83
$382K 0.14%
5,988
+2
84
$376K 0.14%
11,267
-331
85
$368K 0.14%
2,953
+157
86
$362K 0.13%
3,959
87
$361K 0.13%
4,935
+60
88
$346K 0.13%
7,850
+2,000
89
$345K 0.13%
7,000
90
$340K 0.13%
8,758
+762
91
$339K 0.13%
6,540
+2
92
$326K 0.12%
8,462
93
$326K 0.12%
2,403
94
$322K 0.12%
5,030
+475
95
$314K 0.12%
16,710
-42
96
$313K 0.12%
20,839
97
$311K 0.12%
3,052
+810
98
$309K 0.11%
13,573
99
$277K 0.1%
15,388
100
$274K 0.1%
5,534
-75
2 3
4
5 6