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
$642M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.3M
3
+$1.88M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.77M
5
META icon
Meta Platforms (Facebook)
META
+$1.31M

Top Sells

1
+$5.34M
2
+$2.11M
3
+$1.59M
4
DG icon
Dollar General
DG
+$924K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$713K

Sector Composition

1 Technology 17.42%
2 Healthcare 9.19%
3 Financials 7.76%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$652K 0.1%
8,000
77
$636K 0.1%
4,625
78
$618K 0.1%
3,560
+101
79
$583K 0.09%
7,000
80
$569K 0.09%
3,126
+6
81
$568K 0.09%
19,526
82
$565K 0.09%
2,999
-3
83
$545K 0.08%
7,256
-419
84
$538K 0.08%
1,500
-500
85
$537K 0.08%
2,053
86
$536K 0.08%
4,425
-223
87
$534K 0.08%
4,541
+1
88
$528K 0.08%
1,067
89
$528K 0.08%
+13,203
90
$485K 0.08%
30,227
+14
91
$473K 0.07%
2,880
-65
92
$454K 0.07%
2,765
-1,375
93
$449K 0.07%
2,604
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94
$444K 0.07%
3,051
-53
95
$438K 0.07%
4,555
+1,400
96
$438K 0.07%
2,461
97
$426K 0.07%
2,997
+251
98
$411K 0.06%
1,484
99
$410K 0.06%
14,153
-1,041
100
$406K 0.06%
3,520
+31
2 3
4
5 6