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
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1
+$4.89M
2
+$824K
3
+$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.06%
3,697
+419
102
$349K 0.06%
3,605
+1
103
$349K 0.06%
2,349
-812
104
$347K 0.06%
12,000
105
$336K 0.06%
2,540
-100
106
$334K 0.06%
1,050
107
$334K 0.06%
3,450
108
$330K 0.06%
2,041
+41
109
$322K 0.06%
3,405
-138
110
$321K 0.06%
7,369
+847
111
$312K 0.05%
8,226
-2,086
112
$306K 0.05%
+954
113
$304K 0.05%
1,574
-289
114
$297K 0.05%
1,757
+30
115
$293K 0.05%
+1,406
116
$292K 0.05%
4,568
-111
117
$276K 0.05%
10,912
-352
118
$276K 0.05%
1,543
-83
119
$274K 0.05%
4,730
120
$273K 0.05%
2,146
121
$266K 0.05%
3,709
122
$263K 0.05%
5,278
-394
123
$257K 0.05%
892
-102
124
$254K 0.04%
1,002
-109
125
$254K 0.04%
8,623
+26
3 4
5
6 7