KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.12%
4,899
-70
77
$523K 0.12%
17,718
-723
78
$506K 0.11%
19,526
79
$496K 0.11%
3,040
+187
80
$485K 0.11%
1,000
81
$481K 0.11%
52,950
-73,008
82
$477K 0.11%
13,200
-8,800
83
$471K 0.1%
4,625
84
$470K 0.1%
2,267
-62
85
$459K 0.1%
2,882
+3
86
$442K 0.1%
1,808
87
$439K 0.1%
6,329
+52
88
$434K 0.1%
3,092
+6
89
$425K 0.09%
1,706
-50
90
$424K 0.09%
4,334
+359
91
$421K 0.09%
4,541
92
$420K 0.09%
3,202
+124
93
$420K 0.09%
3,947
+37
94
$397K 0.09%
4,527
95
$396K 0.09%
2,312
96
$393K 0.09%
1,849
97
$382K 0.08%
+5,146
98
$373K 0.08%
29,945
+409
99
$365K 0.08%
3,780
+1
100
$360K 0.08%
1,100
2 3
4
5 6