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
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.1%
2,010
102
$274K 0.1%
+1,927
103
$272K 0.1%
5,777
+100
104
$271K 0.1%
15,388
105
$268K 0.1%
3,354
106
$257K 0.09%
+475
107
$256K 0.09%
+44,240
108
$248K 0.09%
1,815
109
$248K 0.09%
5,683
+100
110
$248K 0.09%
5,353
-156
111
$237K 0.08%
4,500
-34
112
$236K 0.08%
4,200
113
$232K 0.08%
3,770
-23
114
$228K 0.08%
11,500
115
$222K 0.08%
4,288
+100
116
$215K 0.08%
1,263
-49
117
$210K 0.07%
+3,300
118
$208K 0.07%
+1,168
119
$206K 0.07%
+4,223
120
$206K 0.07%
1,121
-49
121
$205K 0.07%
2,650
-75
122
$204K 0.07%
+2,627
123
$200K 0.07%
2,919
-234
124
$200K 0.07%
+1,324
125
$196K 0.07%
4,635
+85
2 3 4
5
6