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
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1
+$4.89M
2
+$824K
3
+$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$578K 0.1%
7,952
-234
77
$570K 0.1%
19,526
78
$547K 0.1%
3,120
+6
79
$541K 0.09%
30,718
+1,261
80
$540K 0.09%
4,625
81
$517K 0.09%
2,865
+145
82
$506K 0.09%
7,000
83
$491K 0.09%
5,035
-68
84
$475K 0.08%
30,200
+15
85
$464K 0.08%
3,314
-426
86
$462K 0.08%
3,398
+1
87
$460K 0.08%
4,540
+29
88
$458K 0.08%
16,496
-190
89
$446K 0.08%
1,067
-33
90
$440K 0.08%
3,209
-17
91
$434K 0.08%
2,542
92
$406K 0.07%
3,775
-377
93
$386K 0.07%
3,155
+196
94
$380K 0.07%
4,520
+1,635
95
$374K 0.07%
6,894
+277
96
$371K 0.07%
2,440
+135
97
$367K 0.06%
1,484
98
$367K 0.06%
2,088
99
$360K 0.06%
2,746
-318
100
$358K 0.06%
2,461
2 3
4
5 6