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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.12%
3,529
+137
77
$403K 0.12%
9,834
-1,646
78
$397K 0.11%
4,400
79
$397K 0.11%
6,253
80
$395K 0.11%
7,669
81
$390K 0.11%
3,803
82
$389K 0.11%
2,440
83
$387K 0.11%
1,613
+485
84
$386K 0.11%
4,725
85
$374K 0.11%
12,598
-467
86
$366K 0.11%
2,057
87
$359K 0.1%
26,200
+1,200
88
$344K 0.1%
27,490
89
$343K 0.1%
+9,000
90
$341K 0.1%
17,500
-7,000
91
$340K 0.1%
6,591
+6
92
$335K 0.1%
21,399
-24
93
$335K 0.1%
4,200
94
$329K 0.09%
+4,000
95
$328K 0.09%
6,640
+3
96
$328K 0.09%
2,820
+6
97
$325K 0.09%
7,214
+330
98
$318K 0.09%
1,889
-1,075
99
$317K 0.09%
1,909
-23
100
$313K 0.09%
6,158
-4,497
2 3
4
5 6