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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.16%
9,080
+3,020
77
$750K 0.15%
12,534
78
$741K 0.15%
1,988
79
$738K 0.15%
16,897
80
$734K 0.15%
+4,846
81
$709K 0.15%
5,552
-15
82
$706K 0.14%
3,328
+125
83
$702K 0.14%
3,653
84
$650K 0.13%
2,514
+396
85
$641K 0.13%
14,892
+204
86
$624K 0.13%
3,249
+42
87
$605K 0.12%
1,050
-5
88
$599K 0.12%
7,000
89
$593K 0.12%
11,293
+927
90
$579K 0.12%
3,181
91
$576K 0.12%
5,343
+4
92
$559K 0.11%
3,872
+280
93
$553K 0.11%
+5,056
94
$551K 0.11%
7,334
+3
95
$548K 0.11%
5,000
96
$546K 0.11%
3,658
-39
97
$538K 0.11%
1,855
-50
98
$521K 0.11%
2,856
+3
99
$512K 0.1%
14,000
100
$505K 0.1%
602
2 3
4
5 6