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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$689K 0.14%
4,423
77
$684K 0.13%
11,031
78
$623K 0.12%
7,000
79
$623K 0.12%
4,688
-178
80
$623K 0.12%
3,203
81
$621K 0.12%
6,060
+103
82
$613K 0.12%
2,858
-323
83
$611K 0.12%
16,897
84
$603K 0.12%
7,348
+4
85
$575K 0.11%
3,629
-16
86
$549K 0.11%
1,500
87
$525K 0.1%
1,824
-11
88
$521K 0.1%
22,000
89
$517K 0.1%
3,915
-3
90
$502K 0.1%
1,808
91
$476K 0.09%
1,045
92
$475K 0.09%
2,866
+2
93
$472K 0.09%
7,000
94
$465K 0.09%
6,361
-86
95
$465K 0.09%
9,570
+2,500
96
$436K 0.09%
+12,000
97
$435K 0.09%
1,000
98
$435K 0.09%
6,000
-4,000
99
$434K 0.09%
3,500
-1,000
100
$431K 0.08%
3,267
-4,970
2 3
4
5 6