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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.09%
1,771
+533
102
$338K 0.09%
7,049
+409
103
$337K 0.09%
1,147
+100
104
$336K 0.09%
26,940
-550
105
$333K 0.09%
3,529
-80
106
$331K 0.09%
2,424
+112
107
$331K 0.09%
4,200
108
$327K 0.09%
2,263
-893
109
$315K 0.08%
15,558
-500
110
$308K 0.08%
3,249
111
$289K 0.08%
3,393
112
$281K 0.07%
14,520
-868
113
$277K 0.07%
6,345
114
$277K 0.07%
4,568
115
$277K 0.07%
4,534
-80
116
$275K 0.07%
7,668
+9
117
$274K 0.07%
1,537
118
$270K 0.07%
11,397
-350
119
$265K 0.07%
5,653
-30
120
$264K 0.07%
8,055
121
$264K 0.07%
+3,000
122
$255K 0.07%
3,000
-1,000
123
$252K 0.07%
853
124
$249K 0.07%
4,942
-145
125
$234K 0.06%
1,815
2 3 4
5
6