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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.11%
19,526
77
$493K 0.1%
2,312
78
$490K 0.1%
4,720
-165
79
$487K 0.1%
1,000
80
$481K 0.1%
1,808
81
$473K 0.1%
+1,575
82
$468K 0.1%
1,718
-563
83
$457K 0.1%
30,457
-2,188
84
$455K 0.1%
4,625
85
$444K 0.09%
3,099
+7
86
$443K 0.09%
2,843
-103
87
$423K 0.09%
30,170
+215
88
$422K 0.09%
2,113
-22
89
$407K 0.09%
4,577
+63
90
$397K 0.08%
2,663
-258
91
$388K 0.08%
20,200
92
$378K 0.08%
5,416
-2,011
93
$377K 0.08%
6,501
+59
94
$371K 0.08%
4,545
-68
95
$370K 0.08%
3,214
+569
96
$360K 0.08%
2,542
97
$356K 0.08%
1,100
98
$353K 0.07%
4,903
-66
99
$351K 0.07%
1,829
100
$351K 0.07%
3,450
+350
2 3
4
5 6