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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.11%
3,646
-366
77
$626K 0.1%
4,140
78
$601K 0.1%
3,459
+61
79
$594K 0.1%
8,000
+5,000
80
$577K 0.1%
30,213
-505
81
$566K 0.09%
19,526
82
$553K 0.09%
7,675
-277
83
$530K 0.09%
4,625
84
$527K 0.09%
3,120
85
$508K 0.08%
7,000
86
$500K 0.08%
4,540
87
$490K 0.08%
30,213
+13
88
$483K 0.08%
1,067
89
$478K 0.08%
2,945
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90
$477K 0.08%
3,002
-312
91
$467K 0.08%
4,648
-387
92
$448K 0.07%
2,440
93
$426K 0.07%
3,104
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94
$425K 0.07%
15,194
-1,302
95
$416K 0.07%
12,000
96
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2,053
-35
97
$402K 0.07%
2,500
-40
98
$401K 0.07%
1,050
99
$398K 0.07%
2,542
100
$393K 0.07%
3,676
-99
2 3
4
5 6