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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.88M
3
+$1.34M
4
WMT icon
Walmart
WMT
+$1.34M
5
PDD icon
Pinduoduo
PDD
+$670K

Top Sells

1
+$3.09M
2
+$2.19M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.1%
602
102
$439K 0.1%
1,808
103
$426K 0.1%
1,764
104
$419K 0.09%
6,634
+5
105
$419K 0.09%
1,000
106
$417K 0.09%
10,000
-5,000
107
$416K 0.09%
4,625
108
$415K 0.09%
26,200
109
$410K 0.09%
6,285
110
$404K 0.09%
10,952
+6
111
$403K 0.09%
1,316
-165
112
$391K 0.09%
1,534
113
$384K 0.09%
31,306
+100
114
$378K 0.08%
+5,000
115
$375K 0.08%
2,475
116
$369K 0.08%
3,822
+56
117
$352K 0.08%
4,496
118
$349K 0.08%
11,445
119
$346K 0.08%
2,929
-87
120
$345K 0.08%
4,568
121
$342K 0.08%
14,607
+1,000
122
$336K 0.08%
6,558
123
$319K 0.07%
5,707
124
$316K 0.07%
2,288
125
$314K 0.07%
4,751
3 4
5
6 7