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
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.65M
3
+$2.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$2.89M
2
+$2.83M
3
+$1.4M
4
CI icon
Cigna
CI
+$1.16M
5
SNY icon
Sanofi
SNY
+$1.13M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.09%
1,756
-39
102
$365K 0.09%
2,515
103
$363K 0.09%
2,312
+24
104
$359K 0.09%
4,513
+67
105
$352K 0.08%
1,849
106
$351K 0.08%
29,536
107
$331K 0.08%
2,645
108
$322K 0.08%
2,542
109
$308K 0.07%
15,000
110
$304K 0.07%
2,004
+10
111
$289K 0.07%
24,425
+625
112
$288K 0.07%
6,303
-100
113
$287K 0.07%
2,329
-86
114
$280K 0.07%
5,888
+106
115
$280K 0.07%
14,520
116
$265K 0.06%
3,709
117
$256K 0.06%
15,639
+49
118
$253K 0.06%
1,484
119
$247K 0.06%
7,466
-8,000
120
$242K 0.06%
1,626
-164
121
$240K 0.06%
22,000
122
$240K 0.06%
3,224
-549
123
$238K 0.06%
4,730
124
$236K 0.06%
1,050
125
$235K 0.06%
997
-7
3 4
5
6 7