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
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.76M
3
+$2.77M
4
PEP icon
PepsiCo
PEP
+$1.33M
5
ORCL icon
Oracle
ORCL
+$656K

Top Sells

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
NUVA
NuVasive, Inc.
NUVA
+$1.48M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.42M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$392K 0.09%
8,799
+2,514
102
$385K 0.09%
14,000
103
$382K 0.09%
3,980
+206
104
$381K 0.09%
7,000
105
$378K 0.09%
2,470
+2
106
$376K 0.09%
2,870
+4
107
$356K 0.09%
1,200
108
$354K 0.08%
2,447
+400
109
$354K 0.08%
4,568
110
$353K 0.08%
+15,000
111
$336K 0.08%
25,000
112
$326K 0.08%
10,561
+5
113
$324K 0.08%
14,520
114
$324K 0.08%
17,169
-25,937
115
$321K 0.08%
24,140
+3,000
116
$314K 0.08%
2,645
-75
117
$308K 0.07%
4,049
+104
118
$304K 0.07%
+10,799
119
$300K 0.07%
3,297
+30
120
$300K 0.07%
4,209
121
$295K 0.07%
+29,536
122
$289K 0.07%
1,994
123
$288K 0.07%
2,288
124
$277K 0.07%
15,576
+55
125
$270K 0.06%
2,542
3 4
5
6 7