KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$810K 0.1%
12,000
-19,850
77
$792K 0.1%
4,730
+77
78
$787K 0.1%
3,566
+2
79
$751K 0.09%
21,792
80
$743K 0.09%
1,985
-40
81
$691K 0.09%
10,412
+8
82
$683K 0.09%
21,852
-477
83
$660K 0.08%
4,568
84
$652K 0.08%
7,774
85
$645K 0.08%
3,249
86
$638K 0.08%
7,632
-114
87
$634K 0.08%
2,740
+3
88
$634K 0.08%
3,116
+2,010
89
$632K 0.08%
12,534
90
$629K 0.08%
1,500
91
$619K 0.08%
2,957
+5
92
$594K 0.07%
1,050
93
$565K 0.07%
4,625
94
$536K 0.07%
4,000
95
$534K 0.07%
1,503
+65
96
$531K 0.07%
1,596
-15
97
$530K 0.07%
1,878
98
$526K 0.07%
2,765
99
$516K 0.06%
30,083
-684
100
$513K 0.06%
7,000
2 3
4
5 6