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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.09%
3,609
-265
102
$304K 0.09%
+1,571
103
$301K 0.09%
1,047
-30
104
$297K 0.09%
2,312
105
$296K 0.08%
2,650
106
$286K 0.08%
16,058
107
$281K 0.08%
11,747
108
$281K 0.08%
3,393
109
$274K 0.08%
15,388
110
$270K 0.08%
3,249
-105
111
$269K 0.08%
2,750
-500
112
$266K 0.08%
4,568
113
$264K 0.08%
+3,500
114
$257K 0.07%
5,087
-154
115
$257K 0.07%
4,614
+1
116
$257K 0.07%
1,537
117
$256K 0.07%
1,000
118
$254K 0.07%
8,055
-308
119
$253K 0.07%
6,345
120
$249K 0.07%
5,683
121
$246K 0.07%
5,300
122
$241K 0.07%
7,659
+9
123
$233K 0.07%
+5,658
124
$233K 0.07%
853
125
$227K 0.07%
+1,238
2 3 4
5
6