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
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.62M
3
+$1.93M
4
BSX icon
Boston Scientific
BSX
+$620K
5
AMD icon
Advanced Micro Devices
AMD
+$616K

Top Sells

1
+$21.9M
2
+$14.8M
3
+$10.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.65M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.16%
18,850
-500
77
$375K 0.16%
2,702
78
$374K 0.16%
6,909
+8
79
$368K 0.16%
3,470
+12
80
$363K 0.16%
+3,000
81
$360K 0.16%
+15,000
82
$359K 0.16%
2,409
-19,057
83
$351K 0.15%
26,200
84
$349K 0.15%
4,625
-100
85
$342K 0.15%
14,800
-7,700
86
$337K 0.15%
3,643
+33
87
$333K 0.14%
+2,625
88
$332K 0.14%
2,207
-100
89
$329K 0.14%
11,420
-270,050
90
$327K 0.14%
6,253
91
$325K 0.14%
1,616
-155
92
$323K 0.14%
+4,000
93
$314K 0.14%
1,000
94
$313K 0.14%
5,615
-996
95
$313K 0.14%
3,864
+1,514
96
$308K 0.13%
3,301
-739
97
$294K 0.13%
13,897
-8,000
98
$294K 0.13%
2,838
99
$293K 0.13%
1,865
-45
100
$284K 0.12%
3,000
2 3
4
5 6