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
$686M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.06M
3
+$3.05M
4
TT icon
Trane Technologies
TT
+$2.51M
5
PLTR icon
Palantir
PLTR
+$2.32M

Top Sells

1
+$18.4M
2
+$3.13M
3
+$1.3M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$876K

Sector Composition

1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.1%
2,025
-138
77
$651K 0.1%
1,611
-442
78
$638K 0.09%
21,600
79
$636K 0.09%
4,625
80
$632K 0.09%
10,150
+15
81
$618K 0.09%
19,705
+179
82
$611K 0.09%
1,067
83
$604K 0.09%
2,607
+3
84
$596K 0.09%
3,138
+12
85
$592K 0.09%
30,239
+12
86
$552K 0.08%
4,567
+26
87
$544K 0.08%
7,000
88
$529K 0.08%
1,500
89
$523K 0.08%
4,523
+98
90
$520K 0.08%
3,120
+121
91
$516K 0.08%
2,765
92
$509K 0.07%
2,314
-1,253
93
$501K 0.07%
6,969
-287
94
$490K 0.07%
2,571
+150
95
$479K 0.07%
2,693
-4,925
96
$447K 0.07%
4,015
-540
97
$436K 0.06%
1,511
+27
98
$435K 0.06%
2,314
-147
99
$421K 0.06%
+929
100
$416K 0.06%
1,050
2 3
4
5 6