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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.94M
3
+$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.1%
4,200
102
$262K 0.1%
3,345
-39
103
$259K 0.1%
1,815
104
$258K 0.1%
+3,354
105
$254K 0.09%
1,361
+1
106
$252K 0.09%
4,932
-15
107
$251K 0.09%
2,010
+144
108
$246K 0.09%
5,583
+693
109
$242K 0.09%
5,566
-2
110
$234K 0.09%
12,369
-1,540
111
$233K 0.09%
2,725
112
$228K 0.08%
2,309
-393
113
$227K 0.08%
3,793
114
$225K 0.08%
1,282
+13
115
$221K 0.08%
3,153
116
$217K 0.08%
5,727
117
$214K 0.08%
+11,500
118
$212K 0.08%
15,850
-1,500
119
$209K 0.08%
+1,947
120
$207K 0.08%
7,440
-112
121
$207K 0.08%
1,945
+23
122
$205K 0.08%
4,534
123
$204K 0.08%
4,590
+1
124
$150K 0.06%
12,559
+765
125
$145K 0.05%
13,027
-70
2 3 4
5
6