KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$3.74M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
PDD icon
Pinduoduo
PDD
+$844K

Top Sells

1
+$3.09M
2
+$2.2M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.21M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.17%
3,215
-499
77
$714K 0.16%
1,988
78
$695K 0.16%
3,398
79
$690K 0.15%
3,653
80
$686K 0.15%
5,470
+55
81
$587K 0.13%
3,456
+1
82
$579K 0.13%
2,601
+60
83
$576K 0.13%
4,400
84
$570K 0.13%
22,000
85
$552K 0.12%
6,000
-2,700
86
$545K 0.12%
5,039
-142
87
$544K 0.12%
14,000
88
$529K 0.12%
7,000
89
$520K 0.12%
9,869
90
$515K 0.12%
14,225
+5
91
$504K 0.11%
2,849
+7
92
$502K 0.11%
+1,055
93
$501K 0.11%
18,850
94
$496K 0.11%
1,500
95
$492K 0.11%
1,915
96
$490K 0.11%
3,621
-451
97
$480K 0.11%
3,722
+2
98
$469K 0.11%
23,000
99
$464K 0.1%
3,639
+76
100
$463K 0.1%
+6,000
2 3
4
5 6