KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$767K 0.1%
2,980
+1
77
$765K 0.1%
4,315
+616
78
$736K 0.1%
10,404
+8
79
$723K 0.1%
2,025
80
$713K 0.1%
3,062
81
$692K 0.09%
22,329
+596
82
$679K 0.09%
4,653
83
$669K 0.09%
2,455
+1,026
84
$652K 0.09%
21,792
85
$652K 0.09%
2,051
+1,218
86
$649K 0.09%
12,534
87
$627K 0.09%
4,625
88
$615K 0.08%
7,774
-465
89
$603K 0.08%
2,765
90
$569K 0.08%
2,952
+6
91
$568K 0.08%
1,073
92
$564K 0.08%
4,568
93
$558K 0.08%
30,767
+415
94
$554K 0.08%
1,878
95
$537K 0.07%
7,000
96
$536K 0.07%
1,050
97
$523K 0.07%
17,000
+10,000
98
$508K 0.07%
2,737
+14
99
$508K 0.07%
1,314
-190
100
$494K 0.07%
3,984
+65
2 3
4
5 6