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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$392K 0.07%
1,484
102
$378K 0.06%
3,550
+100
103
$372K 0.06%
2,461
104
$366K 0.06%
4,520
105
$353K 0.06%
1,771
+14
106
$350K 0.06%
3,489
-116
107
$349K 0.06%
2,746
108
$337K 0.06%
7,388
+19
109
$323K 0.05%
4,568
110
$318K 0.05%
1,406
111
$313K 0.05%
3,155
112
$299K 0.05%
7,206
+312
113
$298K 0.05%
3,166
-531
114
$295K 0.05%
2,158
-191
115
$293K 0.05%
3,197
-208
116
$288K 0.05%
3,709
117
$282K 0.05%
2,090
+49
118
$278K 0.05%
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119
$269K 0.04%
1,543
120
$265K 0.04%
892
121
$264K 0.04%
8,643
+20
122
$263K 0.04%
1,447
-127
123
$252K 0.04%
9,663
-1,249
124
$251K 0.04%
4,730
125
$245K 0.04%
2,146
2 3 4
5
6