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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.09%
3,778
+1
102
$341K 0.09%
8,000
103
$339K 0.09%
4,291
+242
104
$332K 0.08%
10,565
+4
105
$326K 0.08%
29,536
106
$326K 0.08%
3,982
+2
107
$321K 0.08%
17,169
108
$318K 0.08%
24,140
109
$317K 0.08%
7,000
-1,799
110
$305K 0.08%
2,288
111
$295K 0.08%
2,645
112
$288K 0.07%
14,520
113
$287K 0.07%
15,000
114
$278K 0.07%
3,398
+101
115
$276K 0.07%
4,446
-170
116
$273K 0.07%
25,000
117
$272K 0.07%
2,542
118
$271K 0.07%
1,994
119
$266K 0.07%
1,790
+1
120
$259K 0.07%
6,403
121
$259K 0.07%
+3,773
122
$252K 0.06%
3,709
-500
123
$241K 0.06%
1,484
124
$240K 0.06%
15,590
+14
125
$238K 0.06%
4,000
3 4
5
6 7