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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.08%
14,000
102
$415K 0.08%
3,720
+1
103
$410K 0.08%
2,421
-54
104
$407K 0.08%
3,130
+110
105
$403K 0.08%
4,625
106
$400K 0.08%
2,468
-2,409
107
$396K 0.08%
1,200
108
$388K 0.08%
25,000
109
$387K 0.08%
4,568
110
$383K 0.08%
12,548
-106
111
$380K 0.07%
14,520
112
$374K 0.07%
7,153
113
$374K 0.07%
3,774
-77
114
$372K 0.07%
6,000
115
$364K 0.07%
1,899
116
$358K 0.07%
4,322
+8
117
$356K 0.07%
6,285
118
$355K 0.07%
21,000
-10,069
119
$352K 0.07%
+15,000
120
$348K 0.07%
2,720
-50
121
$347K 0.07%
2,288
122
$345K 0.07%
3,945
+500
123
$345K 0.07%
2,561
-2,970
124
$345K 0.07%
832
125
$342K 0.07%
3,130
+30
3 4
5
6 7