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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.07%
3,783
+1
102
$330K 0.07%
3,744
+115
103
$330K 0.07%
3,648
-169
104
$326K 0.07%
3,673
-239
105
$322K 0.07%
15,758
106
$320K 0.07%
9,740
107
$311K 0.07%
2,461
-54
108
$306K 0.06%
2,000
-2,916
109
$304K 0.06%
2,305
+10
110
$302K 0.06%
5,618
-35
111
$299K 0.06%
3,684
-2,652
112
$298K 0.06%
1,484
113
$295K 0.06%
3,395
+21
114
$289K 0.06%
10,585
+6
115
$287K 0.06%
10,466
-17
116
$286K 0.06%
16,808
+2,373
117
$285K 0.06%
1,050
118
$274K 0.06%
6,522
+219
119
$272K 0.06%
2,641
+80
120
$268K 0.06%
4,679
+55
121
$258K 0.05%
1,701
-110
122
$257K 0.05%
2,146
123
$244K 0.05%
4,730
124
$240K 0.05%
3,706
-3
125
$240K 0.05%
14,670
3 4
5
6 7