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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$676K 0.16%
3,714
-82
77
$642K 0.15%
4,072
+61
78
$641K 0.15%
15,000
-2,000
79
$638K 0.15%
1,988
80
$636K 0.15%
8,700
-3,300
81
$600K 0.14%
3,653
82
$598K 0.14%
2,541
+681
83
$582K 0.14%
3,455
+151
84
$573K 0.13%
4,400
85
$565K 0.13%
13,897
86
$557K 0.13%
7,000
87
$557K 0.13%
3,505
+1
88
$555K 0.13%
5,181
-318
89
$545K 0.13%
+72,338
90
$541K 0.13%
9,869
91
$523K 0.12%
14,220
-710
92
$506K 0.12%
7,000
93
$485K 0.11%
1,915
+50
94
$468K 0.11%
2,842
+2
95
$464K 0.11%
18,850
96
$460K 0.11%
30,000
-5,000
97
$444K 0.1%
22,000
98
$439K 0.1%
3,720
+52
99
$436K 0.1%
1,808
-3
100
$434K 0.1%
602
2 3
4
5 6