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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$665K 0.17%
22,677
77
$657K 0.17%
7,550
-6,400
78
$655K 0.17%
4,011
+551
79
$566K 0.15%
3,796
-44
80
$551K 0.14%
3,304
+1
81
$534K 0.14%
1,988
+625
82
$534K 0.14%
11,000
+7,000
83
$531K 0.14%
3,228
84
$525K 0.14%
7,000
85
$523K 0.14%
4,400
86
$522K 0.14%
3,653
87
$520K 0.14%
14,930
-2,155
88
$509K 0.13%
13,897
89
$502K 0.13%
+8,450
90
$487K 0.13%
9,869
91
$482K 0.13%
5,499
+2,495
92
$466K 0.12%
+4,524
93
$447K 0.12%
17,000
94
$437K 0.11%
+3,504
95
$430K 0.11%
22,000
96
$424K 0.11%
1,865
97
$422K 0.11%
+35,000
98
$415K 0.11%
3,668
+3
99
$414K 0.11%
1,000
100
$413K 0.11%
18,850
2 3
4
5 6