KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$442K
3
+$407K
4
META icon
Meta Platforms (Facebook)
META
+$284K
5
RTX icon
RTX Corp
RTX
+$224K

Top Sells

1
+$1.36M
2
+$1.26M
3
+$1.25M
4
NVRO
NEVRO CORP.
NVRO
+$645K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$276K

Sector Composition

1 Consumer Staples 7.56%
2 Communication Services 7.27%
3 Healthcare 6.77%
4 Financials 6.59%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.11%
2,719
-1,089
102
$192K 0.1%
19,778
103
$146K 0.08%
4,580
-220
104
$145K 0.08%
10,064
105
$141K 0.08%
10,000
-2,091
106
$132K 0.07%
+11,022
107
$85K 0.05%
+10,833
108
– –
-23,357
109
– –
-11,459
110
– –
-11,500
1 2 3 4
5