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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.11%
3,551
-2,093
102
$399K 0.1%
6,624
-4,995
103
$393K 0.1%
1,811
104
$385K 0.1%
20,000
+5,000
105
$381K 0.1%
26,200
106
$368K 0.1%
2,840
+6
107
$362K 0.09%
1,305
+377
108
$350K 0.09%
7,000
109
$350K 0.09%
4,625
110
$347K 0.09%
+7,000
111
$340K 0.09%
23,000
112
$339K 0.09%
602
+1
113
$333K 0.09%
3,765
-199
114
$330K 0.09%
8,000
+3,000
115
$325K 0.08%
+6,285
116
$321K 0.08%
13,607
-400
117
$317K 0.08%
4,568
118
$306K 0.08%
1,617
+1
119
$299K 0.08%
1,764
120
$294K 0.08%
11,260
+6
121
$294K 0.08%
25,240
122
$291K 0.08%
1,500
123
$287K 0.07%
2,000
-1,000
124
$281K 0.07%
+7,272
125
$279K 0.07%
3,016
3 4
5
6 7