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
$642M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.3M
3
+$1.88M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.77M
5
META icon
Meta Platforms (Facebook)
META
+$1.31M

Top Sells

1
+$5.34M
2
+$2.11M
3
+$1.59M
4
DG icon
Dollar General
DG
+$924K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$713K

Sector Composition

1 Technology 17.42%
2 Healthcare 9.19%
3 Financials 7.76%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.06%
2,421
-19
102
$398K 0.06%
4,520
103
$397K 0.06%
3,450
-100
104
$394K 0.06%
1,050
105
$389K 0.06%
1,423
-1,379
106
$386K 0.06%
4,568
107
$381K 0.06%
17,300
-12,913
108
$376K 0.06%
3,401
-275
109
$368K 0.06%
7,112
-94
110
$343K 0.05%
2,542
111
$329K 0.05%
1,933
+162
112
$327K 0.05%
6,406
-982
113
$323K 0.05%
3,583
-126
114
$305K 0.05%
3,124
-42
115
$298K 0.05%
3,036
-161
116
$293K 0.05%
1,543
+651
117
$293K 0.05%
1,543
118
$282K 0.04%
2,066
-92
119
$270K 0.04%
6,000
-6,000
120
$266K 0.04%
15,115
+8
121
$264K 0.04%
+534
122
$258K 0.04%
4,730
123
$257K 0.04%
8,957
-706
124
$253K 0.04%
+2,000
125
$252K 0.04%
977
3 4
5
6 7