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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.11%
3,000
77
$528K 0.11%
2,946
+85
78
$526K 0.11%
4,885
-14
79
$521K 0.11%
32,645
80
$520K 0.11%
+25,000
81
$514K 0.1%
19,526
82
$513K 0.1%
7,427
+2,281
83
$513K 0.1%
20,200
+7,000
84
$498K 0.1%
1,808
85
$490K 0.1%
4,625
86
$487K 0.1%
4,969
+635
87
$465K 0.09%
2,312
88
$460K 0.09%
3,092
89
$453K 0.09%
16,662
-1,056
90
$447K 0.09%
1,000
91
$437K 0.09%
2,135
-1,066
92
$412K 0.08%
6,442
+113
93
$403K 0.08%
3,912
-35
94
$394K 0.08%
2,921
+39
95
$394K 0.08%
4,613
+86
96
$386K 0.08%
1,829
-20
97
$383K 0.08%
4,514
+1
98
$380K 0.08%
29,955
+10
99
$355K 0.07%
1,100
100
$351K 0.07%
3,817
-724
2 3
4
5 6