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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.1%
1,500
102
$500K 0.1%
8,509
+2,302
103
$495K 0.1%
1,808
104
$490K 0.1%
10,206
+4,002
105
$471K 0.1%
3,546
+440
106
$454K 0.09%
1,200
+600
107
$440K 0.09%
31,066
+400
108
$427K 0.09%
6,000
-2,000
109
$412K 0.08%
4,625
110
$409K 0.08%
7,070
+3,320
111
$391K 0.08%
6,900
112
$390K 0.08%
22,000
113
$389K 0.08%
1,000
114
$386K 0.08%
5,000
115
$381K 0.08%
6,443
-196
116
$375K 0.08%
11,594
-4
117
$375K 0.08%
6,285
118
$370K 0.08%
2,475
119
$367K 0.08%
25,000
-1,200
120
$366K 0.08%
4,196
+123
121
$363K 0.07%
3,718
-105
122
$359K 0.07%
4,568
123
$349K 0.07%
14,237
-70
124
$348K 0.07%
1,584
+50
125
$342K 0.07%
2,288
3 4
5
6 7