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
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.1%
11,254
+6,753
102
$348K 0.1%
1,811
-396
103
$339K 0.1%
26,200
104
$335K 0.1%
2,834
105
$331K 0.1%
1,764
-1,500
106
$327K 0.1%
+601
107
$327K 0.1%
+15,000
108
$326K 0.1%
14,007
+4,710
109
$321K 0.09%
1,616
110
$318K 0.09%
14,000
111
$317K 0.09%
3,964
+100
112
$298K 0.09%
6,386
+502
113
$295K 0.09%
+3,004
114
$292K 0.09%
+1,500
115
$292K 0.09%
25,240
+6,300
116
$283K 0.08%
2,719
-119
117
$280K 0.08%
6,253
118
$275K 0.08%
3,016
-77
119
$274K 0.08%
4,568
120
$271K 0.08%
4,200
121
$267K 0.08%
10,095
122
$266K 0.08%
1,451
-958
123
$245K 0.07%
18,000
+2,000
124
$244K 0.07%
17,504
-230
125
$244K 0.07%
14,520
3 4
5
6 7