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
$660M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.02M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
HOLX icon
Hologic
HOLX
+$1.06M

Top Sells

1
+$1.65M
2
+$1.02M
3
+$960K
4
STVN icon
Stevanato
STVN
+$763K
5
LLY icon
Eli Lilly
LLY
+$621K

Sector Composition

1 Technology 16.86%
2 Financials 9.27%
3 Healthcare 8.42%
4 Consumer Staples 5.18%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.1%
1,975
+166
77
$648K 0.1%
3,062
+33
78
$625K 0.09%
4,625
79
$617K 0.09%
3,714
+127
80
$616K 0.09%
4,653
+130
81
$596K 0.09%
2,979
-141
82
$593K 0.09%
1,086
+19
83
$578K 0.09%
3,699
+1,128
84
$577K 0.09%
1,504
+885
85
$574K 0.09%
2,765
86
$571K 0.09%
2,723
+30
87
$564K 0.09%
30,352
+113
88
$556K 0.08%
4,568
+1
89
$551K 0.08%
7,000
90
$550K 0.08%
2,025
91
$507K 0.08%
2,946
-192
92
$498K 0.08%
935
+6
93
$472K 0.07%
6,431
-538
94
$467K 0.07%
1,878
-436
95
$462K 0.07%
2,757
+150
96
$462K 0.07%
1,500
97
$460K 0.07%
3,774
+254
98
$456K 0.07%
1,050
99
$439K 0.07%
7,199
-95
100
$436K 0.07%
1,611
+100
2 3
4
5 6