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
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.65M
3
+$2.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$2.89M
2
+$2.83M
3
+$1.4M
4
CI icon
Cigna
CI
+$1.16M
5
SNY icon
Sanofi
SNY
+$1.13M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.13%
3,588
+1
77
$529K 0.13%
4,969
-189
78
$522K 0.12%
18,441
-3,225
79
$512K 0.12%
2,853
+246
80
$512K 0.12%
1,000
81
$497K 0.12%
2,860
+1
82
$471K 0.11%
19,526
83
$466K 0.11%
3,512
-2,550
84
$465K 0.11%
2,879
+184
85
$453K 0.11%
4,625
86
$452K 0.11%
6,277
+2
87
$437K 0.1%
13,266
-339
88
$434K 0.1%
3,078
-2,013
89
$410K 0.1%
3,086
+209
90
$409K 0.1%
4,541
-140
91
$401K 0.1%
3,975
-7
92
$397K 0.09%
10,570
+5
93
$392K 0.09%
3,227
+24
94
$389K 0.09%
3,779
+1
95
$389K 0.09%
3,910
+28
96
$387K 0.09%
1,808
97
$385K 0.09%
4,527
+236
98
$382K 0.09%
4,568
99
$378K 0.09%
1,100
-100
100
$375K 0.09%
16,568
-601
2 3
4
5 6