KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+5.34%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$600M
AUM Growth
+$600M
(+5.2%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
55.88%
Holding
149
New
2
Increased
44
Reduced
58
Closed
5
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$3.32M |
| 2 |
CrowdStrike
CRWD
|
$2.47M |
| 3 |
Stevanato
STVN
|
$1.34M |
| 4 |
Cigna
CI
|
$876K |
| 5 |
Oracle
ORCL
|
$836K |
Top Sells
| 1 |
McDonald's
MCD
|
$1.76M |
| 2 |
United Therapeutics
UTHR
|
$956K |
| 3 |
Sanofi
SNY
|
$899K |
| 4 |
UnitedHealth
UNH
|
$530K |
| 5 |
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% |
