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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.09%
1,493
102
$283K 0.09%
15,388
103
$277K 0.09%
1,338
+29
104
$277K 0.09%
+1,177
105
$272K 0.09%
3,792
-400
106
$272K 0.09%
5,353
107
$268K 0.08%
4,200
108
$261K 0.08%
1,588
+196
109
$261K 0.08%
5,683
110
$256K 0.08%
+41,350
111
$253K 0.08%
1,815
112
$251K 0.08%
3,408
-375
113
$246K 0.08%
+1,604
114
$245K 0.08%
1,184
+16
115
$238K 0.07%
+4,260
116
$234K 0.07%
+4,805
117
$234K 0.07%
16,306
-9,300
118
$226K 0.07%
4,188
119
$224K 0.07%
4,130
-674
120
$224K 0.07%
+1,726
121
$217K 0.07%
4,500
122
$213K 0.07%
1,295
-725
123
$209K 0.07%
2,616
-80
124
$207K 0.06%
+1,770
125
$202K 0.06%
+3,550
2 3 4
5
6