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
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.28M
3
+$2.69M
4
PLTR icon
Palantir
PLTR
+$1.81M
5
VTV icon
Vanguard Value ETF
VTV
+$1.48M

Top Sells

1
+$8.21M
2
+$6.88M
3
+$1.03M
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$580K

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
OEF icon
101
iShares S&P 100 ETF
OEF
$26.9B
$490K 0.07%
1,611
BND icon
102
Vanguard Total Bond Market
BND
$138B
$452K 0.06%
6,143
-288
MTB icon
103
M&T Bank
MTB
$28.2B
$449K 0.06%
2,314
DUK icon
104
Duke Energy
DUK
$99.9B
$445K 0.06%
3,774
GLD icon
105
SPDR Gold Trust
GLD
$135B
$438K 0.06%
1,438
UTHR icon
106
United Therapeutics
UTHR
$19.6B
$431K 0.06%
1,500
AMD icon
107
Advanced Micro Devices
AMD
$378B
$428K 0.06%
3,017
+62
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$44.3B
$416K 0.06%
4,520
QCOM icon
109
Qualcomm
QCOM
$176B
$406K 0.06%
2,548
+201
IBB icon
110
iShares Biotechnology ETF
IBB
$6.17B
$394K 0.05%
3,115
+75
NVS icon
111
Novartis
NVS
$254B
$394K 0.05%
3,258
-100
LRCX icon
112
Lam Research
LRCX
$178B
$389K 0.05%
+4,000
SDY icon
113
SPDR S&P Dividend ETF
SDY
$20.2B
$386K 0.05%
2,847
MO icon
114
Altria Group
MO
$109B
$379K 0.05%
6,458
+16
CSCO icon
115
Cisco
CSCO
$277B
$354K 0.05%
5,101
-188
TIP icon
116
iShares TIPS Bond ETF
TIP
$13.9B
$354K 0.05%
3,217
-51
AMGN icon
117
Amgen
AMGN
$161B
$351K 0.05%
1,255
+1
T icon
118
AT&T
T
$188B
$350K 0.05%
12,080
SO icon
119
Southern Company
SO
$108B
$347K 0.05%
3,783
VLO icon
120
Valero Energy
VLO
$49B
$342K 0.05%
2,542
BMY icon
121
Bristol-Myers Squibb
BMY
$88.8B
$336K 0.05%
7,256
+57
IWD icon
122
iShares Russell 1000 Value ETF
IWD
$64.4B
$334K 0.05%
1,720
PTGX icon
123
Protagonist Therapeutics
PTGX
$4.82B
$332K 0.05%
6,000
XLK icon
124
Technology Select Sector SPDR Fund
XLK
$93.7B
$331K 0.04%
1,307
-100
NEE icon
125
NextEra Energy
NEE
$174B
$326K 0.04%
4,695
3 4
5
6 7