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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.12%
19,350
77
$452K 0.12%
4,400
78
$443K 0.12%
3,458
-605
79
$439K 0.12%
4,725
80
$428K 0.11%
4,518
-2,037
81
$424K 0.11%
6,611
+453
82
$419K 0.11%
8,199
-1,598
83
$413K 0.11%
6,901
+310
84
$412K 0.11%
1,363
-250
85
$411K 0.11%
3,610
+81
86
$406K 0.11%
2,307
-133
87
$405K 0.11%
2,992
+62
88
$404K 0.11%
3,753
-50
89
$403K 0.11%
7,669
90
$392K 0.1%
1,912
-145
91
$388K 0.1%
+13,400
92
$387K 0.1%
6,253
93
$378K 0.1%
11,254
-1,344
94
$371K 0.1%
26,200
95
$367K 0.1%
1,000
96
$357K 0.09%
2,830
+10
97
$357K 0.09%
1,866
-23
98
$355K 0.09%
2,702
+52
99
$351K 0.09%
21,415
+16
100
$348K 0.09%
1,910
+1
2 3
4
5 6