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
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.51M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M

Top Sells

1
+$3.92M
2
+$577K
3
+$540K
4
IBM icon
IBM
IBM
+$523K
5
PANW icon
Palo Alto Networks
PANW
+$446K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.02%
3 Consumer Staples 6.62%
4 Communication Services 6.52%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$136K 0.08%
10,064
102
$104K 0.06%
789
-3,966
103
$3K ﹤0.01%
+11,500
104
– –
-4,295
105
– –
-3,180
106
– –
-4,291
107
– –
-4,801
108
– –
-5,055
109
– –
-169,085
110
– –
-3,277
111
– –
-15,552
112
– –
-5,817
113
– –
-36,942
114
– –
-11,487
1 2 3 4
5