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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.14%
5,158
-112
77
$535K 0.14%
3,203
78
$522K 0.13%
5,980
-3,350
79
$501K 0.13%
32,645
-544
80
$485K 0.12%
1,000
81
$475K 0.12%
2,199
82
$467K 0.12%
15,466
-1,500
83
$464K 0.12%
19,526
84
$462K 0.12%
2,859
85
$454K 0.12%
1,500
86
$446K 0.11%
6,275
+2
87
$443K 0.11%
2,515
88
$411K 0.1%
4,681
-12
89
$409K 0.1%
14,000
90
$406K 0.1%
7,400
91
$398K 0.1%
3,882
+76
92
$385K 0.1%
1,795
-5
93
$381K 0.1%
13,605
-4
94
$380K 0.1%
1,808
95
$375K 0.1%
2,607
+160
96
$372K 0.09%
4,625
97
$366K 0.09%
2,877
+7
98
$362K 0.09%
2,695
+225
99
$358K 0.09%
4,568
100
$352K 0.09%
1,200
2 3
4
5 6