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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.14%
2,662
-328
77
$428K 0.13%
7,000
78
$425K 0.13%
4,400
79
$414K 0.13%
8,965
80
$397K 0.12%
3,389
+12
81
$375K 0.12%
2,593
+92
82
$374K 0.12%
4,255
-752
83
$372K 0.12%
3,803
-256
84
$368K 0.12%
5,918
+172
85
$365K 0.11%
8,520
-180
86
$361K 0.11%
21,694
-686
87
$349K 0.11%
2,850
+6
88
$344K 0.11%
7,303
-12,565
89
$342K 0.11%
10,923
+6
90
$336K 0.11%
29,490
-1,850
91
$320K 0.1%
6,099
-499
92
$314K 0.1%
2,010
93
$308K 0.1%
1,912
-15
94
$307K 0.1%
3,389
+1
95
$296K 0.09%
14,857
-650
96
$293K 0.09%
13,823
97
$291K 0.09%
3,354
98
$290K 0.09%
11,500
99
$289K 0.09%
8,172
-250
100
$284K 0.09%
2,650
2 3
4
5 6