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
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.62M
3
+$1.93M
4
BSX icon
Boston Scientific
BSX
+$620K
5
AMD icon
Advanced Micro Devices
AMD
+$616K

Top Sells

1
+$21.9M
2
+$14.8M
3
+$10.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.65M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$275K 0.12%
+2,034
102
$275K 0.12%
4,200
103
$275K 0.12%
4,568
104
$269K 0.12%
+7,000
105
$268K 0.12%
+8,000
106
$263K 0.11%
+7,500
107
$257K 0.11%
2,834
+4
108
$250K 0.11%
10,095
-1,159
109
$247K 0.11%
3,093
-660
110
$240K 0.1%
2,424
111
$238K 0.1%
6,345
112
$236K 0.1%
4,674
-268
113
$231K 0.1%
5,884
-1,165
114
$229K 0.1%
14,520
115
$225K 0.1%
6,469
-1,200
116
$224K 0.1%
15,000
+5,000
117
$221K 0.1%
4,615
+81
118
$219K 0.09%
18,940
-8,000
119
$216K 0.09%
17,734
-3,681
120
$211K 0.09%
+5,000
121
$209K 0.09%
3,721
-263,146
122
$208K 0.09%
+16,000
123
$207K 0.09%
+7,000
124
$206K 0.09%
3,475
-54
125
$205K 0.09%
9,297
-2,100
3 4
5
6 7