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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.15%
6,060
+4,020
77
$713K 0.15%
5,567
+97
78
$703K 0.14%
3,203
79
$702K 0.14%
3,653
80
$698K 0.14%
3,207
-8
81
$690K 0.14%
16,897
-10,000
82
$661K 0.14%
3,181
-275
83
$628K 0.13%
+14,509
84
$618K 0.13%
1,055
85
$601K 0.12%
5,339
+300
86
$584K 0.12%
4,400
87
$575K 0.12%
14,688
+463
88
$570K 0.12%
7,331
-17,117
89
$561K 0.11%
10,366
+497
90
$557K 0.11%
7,000
91
$546K 0.11%
1,905
-10
92
$542K 0.11%
+6,900
93
$538K 0.11%
2,853
+4
94
$526K 0.11%
602
95
$519K 0.11%
3,592
-29
96
$518K 0.11%
3,697
-25
97
$512K 0.1%
14,000
98
$504K 0.1%
18,850
99
$491K 0.1%
1,808
100
$486K 0.1%
1,500
2 3
4
5 6