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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$431K 0.1%
26,200
102
$429K 0.1%
3,563
+12
103
$428K 0.1%
8,000
104
$426K 0.1%
12,204
-21,200
105
$413K 0.1%
6,285
106
$411K 0.1%
6,629
+5
107
$410K 0.1%
1,000
108
$409K 0.1%
23,000
109
$393K 0.09%
1,481
-136
110
$388K 0.09%
1,500
111
$367K 0.09%
1,764
112
$366K 0.09%
20,500
113
$365K 0.09%
10,946
-314
114
$364K 0.09%
4,625
115
$359K 0.08%
5,018
-13,658
116
$352K 0.08%
4,568
117
$347K 0.08%
13,607
118
$345K 0.08%
3,766
+1
119
$328K 0.08%
1,534
+123
120
$325K 0.08%
4,496
+700
121
$324K 0.08%
4,751
122
$319K 0.07%
3,016
123
$315K 0.07%
2,475
124
$313K 0.07%
11,445
125
$311K 0.07%
25,240
3 4
5
6 7