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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.1%
2,118
-483
102
$479K 0.1%
+6,000
103
$468K 0.1%
5,000
-1,000
104
$456K 0.09%
30,666
-640
105
$444K 0.09%
6,639
+5
106
$443K 0.09%
1,000
107
$435K 0.09%
3,106
-533
108
$419K 0.09%
4,625
109
$418K 0.09%
1,764
110
$417K 0.09%
5,000
111
$413K 0.08%
6,000
112
$411K 0.08%
8,000
113
$392K 0.08%
6,207
+500
114
$390K 0.08%
26,200
115
$390K 0.08%
6,285
116
$387K 0.08%
+3,000
117
$382K 0.08%
11,598
+153
118
$377K 0.08%
3,823
+1
119
$375K 0.08%
10,908
-44
120
$368K 0.08%
1,534
121
$364K 0.07%
4,496
122
$360K 0.07%
2,475
123
$358K 0.07%
2,929
124
$355K 0.07%
+10,000
125
$353K 0.07%
14,307
-300
3 4
5
6 7