KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$355K 0.08%
2,542
102
$354K 0.08%
4,513
103
$352K 0.08%
15,000
-10,000
104
$352K 0.08%
4,568
105
$343K 0.08%
15,758
-810
106
$338K 0.07%
10,574
+4
107
$333K 0.07%
13,781
+515
108
$327K 0.07%
2,645
109
$309K 0.07%
3,325
+101
110
$308K 0.07%
5,892
+4
111
$302K 0.07%
1,512
-2,000
112
$301K 0.07%
2,515
113
$300K 0.07%
798
+219
114
$299K 0.07%
10,466
+3,000
115
$291K 0.06%
14,670
+150
116
$288K 0.06%
3,777
-382
117
$285K 0.06%
+9,740
118
$281K 0.06%
1,844
-160
119
$281K 0.06%
6,303
120
$278K 0.06%
1,484
121
$276K 0.06%
12,000
-10,000
122
$261K 0.06%
15,300
-339
123
$259K 0.06%
4,730
124
$258K 0.06%
3,709
125
$256K 0.06%
1,545
-81
3 4
5
6 7