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
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.14%
6,143
+153
77
$388K 0.14%
26,606
+1,467
78
$385K 0.14%
8,871
-31
79
$385K 0.14%
4,867
-72
80
$381K 0.14%
2,597
-1,864
81
$378K 0.13%
7,266
-86
82
$371K 0.13%
7,000
83
$371K 0.13%
7,850
84
$370K 0.13%
4,059
+100
85
$364K 0.13%
31,340
-6,936
86
$360K 0.13%
5,576
-2,059
87
$359K 0.13%
9,566
+261
88
$358K 0.13%
+9,000
89
$357K 0.13%
22,916
+1,897
90
$356K 0.13%
1,940
-447
91
$342K 0.12%
6,525
-424
92
$317K 0.11%
2,844
+887
93
$316K 0.11%
16,145
-50
94
$315K 0.11%
1,972
-40,989
95
$309K 0.11%
1,839
+494
96
$306K 0.11%
10,332
+408
97
$302K 0.11%
4,467
98
$297K 0.11%
13,823
99
$285K 0.1%
3,387
100
$277K 0.1%
8,118
-200
2 3
4
5 6