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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.07%
4,624
+56
102
$343K 0.07%
15,758
103
$340K 0.07%
3,374
+49
104
$339K 0.07%
3,782
+2
105
$334K 0.07%
9,740
106
$331K 0.07%
12,000
107
$324K 0.07%
2,645
108
$319K 0.06%
783
-15
109
$318K 0.06%
3,629
-148
110
$313K 0.06%
+3,100
111
$311K 0.06%
2,515
112
$309K 0.06%
1,464
-48
113
$307K 0.06%
1,484
114
$303K 0.06%
10,579
+5
115
$301K 0.06%
10,483
+17
116
$298K 0.06%
2,542
117
$293K 0.06%
5,653
-239
118
$292K 0.06%
2,561
+40
119
$286K 0.06%
8,000
-7,000
120
$286K 0.06%
1,811
-33
121
$286K 0.06%
6,303
122
$285K 0.06%
14,670
123
$282K 0.06%
14,435
+654
124
$278K 0.06%
+2,295
125
$261K 0.05%
3,709
3 4
5
6 7