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
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.76M
3
+$2.77M
4
PEP icon
PepsiCo
PEP
+$1.33M
5
ORCL icon
Oracle
ORCL
+$656K

Top Sells

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
NUVA
NuVasive, Inc.
NUVA
+$1.48M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.42M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.13%
3,203
77
$555K 0.13%
3,630
+1
78
$549K 0.13%
16,897
79
$542K 0.13%
2,415
-15
80
$533K 0.13%
4,713
+25
81
$528K 0.13%
16,966
+9,085
82
$522K 0.13%
2,859
+1
83
$489K 0.12%
7,400
-4,000
84
$483K 0.12%
6,273
-88
85
$479K 0.11%
1,500
86
$476K 0.11%
+19,526
87
$468K 0.11%
1,000
88
$446K 0.11%
8,000
+2,000
89
$437K 0.1%
3,806
-109
90
$426K 0.1%
4,693
-1,367
91
$413K 0.1%
+10,247
92
$408K 0.1%
13,609
+1,061
93
$408K 0.1%
4,625
94
$408K 0.1%
45,000
-77,000
95
$405K 0.1%
3,777
+57
96
$401K 0.1%
2,515
+94
97
$401K 0.1%
2,708
-1,999
98
$401K 0.1%
1,800
-24
99
$397K 0.1%
2,812
-318
100
$395K 0.09%
1,808
2 3
4
5 6