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
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$578K 0.17%
9,600
77
$567K 0.17%
3,460
+171
78
$550K 0.16%
7,000
79
$550K 0.16%
17,000
+2,000
80
$530K 0.16%
17,085
-5,265
81
$486K 0.14%
3,840
-17
82
$483K 0.14%
23,000
+8,200
83
$471K 0.14%
13,897
84
$467K 0.14%
3,228
85
$465K 0.14%
3,000
86
$464K 0.14%
+3,653
87
$462K 0.14%
4,400
88
$456K 0.13%
17,000
-5,000
89
$443K 0.13%
+3,950
90
$441K 0.13%
9,869
91
$439K 0.13%
13,402
+2
92
$403K 0.12%
18,850
93
$389K 0.11%
22,000
94
$389K 0.11%
7,000
95
$388K 0.11%
1,000
96
$388K 0.11%
3,665
+22
97
$384K 0.11%
4,625
98
$377K 0.11%
1,865
99
$367K 0.11%
3,303
+2
100
$358K 0.11%
1,363
-1,475
2 3
4
5 6