KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+3.53%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$446M
AUM Growth
+$446M
(+4.5%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
47.41%
Holding
167
New
13
Increased
48
Reduced
46
Closed
7
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.1M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.88M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.34M |
| 4 |
Walmart
WMT
|
$1.34M |
| 5 |
Pinduoduo
PDD
|
$670K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.09M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$2.19M |
| 3 |
Consolidated Edison
ED
|
$1.95M |
| 4 |
Microsoft
MSFT
|
$1.27M |
| 5 |
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% |
