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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.14%
22,000
77
$733K 0.14%
4,866
+20
78
$724K 0.13%
7,000
79
$704K 0.13%
4,500
-1,204
80
$693K 0.13%
4,423
+3,000
81
$693K 0.13%
11,325
+2,816
82
$682K 0.13%
3,181
83
$676K 0.13%
3,270
+21
84
$668K 0.12%
16,897
85
$668K 0.12%
3,203
-125
86
$664K 0.12%
11,400
-8,400
87
$660K 0.12%
4,877
-466
88
$653K 0.12%
11,031
-262
89
$647K 0.12%
5,957
+901
90
$645K 0.12%
31,069
+3
91
$645K 0.12%
1,500
92
$608K 0.11%
3,645
-13
93
$593K 0.11%
1,045
-5
94
$589K 0.11%
1,835
-20
95
$581K 0.11%
3,918
+46
96
$572K 0.11%
10,206
97
$563K 0.1%
7,344
+10
98
$553K 0.1%
1,808
99
$547K 0.1%
28,800
100
$524K 0.1%
2,864
+8
2 3
4
5 6