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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.09%
+7,000
102
$465K 0.09%
+5,000
103
$464K 0.09%
1,000
104
$459K 0.09%
1,200
105
$455K 0.08%
14,000
106
$447K 0.08%
4,625
107
$446K 0.08%
3,100
+79
108
$433K 0.08%
+10,140
109
$426K 0.08%
4,568
110
$420K 0.08%
12,654
+1,060
111
$404K 0.08%
3,020
-526
112
$402K 0.07%
6,447
+4
113
$395K 0.07%
2,288
114
$390K 0.07%
3,719
+1
115
$385K 0.07%
16,221
+1,984
116
$385K 0.07%
7,070
117
$382K 0.07%
1,899
+315
118
$380K 0.07%
2,475
119
$380K 0.07%
6,100
-2,980
120
$376K 0.07%
4,314
+118
121
$363K 0.07%
832
122
$361K 0.07%
25,000
123
$361K 0.07%
4,753
+1
124
$358K 0.07%
2,770
125
$353K 0.07%
4,000
-1,000
3 4
5
6 7