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
$686M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.06M
3
+$3.05M
4
TT icon
Trane Technologies
TT
+$2.51M
5
PLTR icon
Palantir
PLTR
+$2.32M

Top Sells

1
+$18.4M
2
+$3.13M
3
+$1.3M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
ABBV icon
AbbVie
ABBV
+$876K

Sector Composition

1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.06%
7,294
+182
102
$403K 0.06%
3,050
-1
103
$400K 0.06%
4,520
104
$396K 0.06%
2,997
105
$379K 0.06%
3,520
106
$368K 0.05%
+35,000
107
$367K 0.05%
3,040
+160
108
$356K 0.05%
3,340
-61
109
$354K 0.05%
10,203
-3,000
110
$348K 0.05%
1,437
+405
111
$343K 0.05%
12,937
-1,216
112
$336K 0.05%
6,424
+18
113
$336K 0.05%
3,450
114
$331K 0.05%
4,624
+56
115
$330K 0.05%
2,146
+213
116
$327K 0.05%
1,407
+1
117
$312K 0.05%
2,542
118
$310K 0.05%
1,188
-4,871
119
$299K 0.04%
3,637
+54
120
$296K 0.04%
901
-1
121
$286K 0.04%
1,543
122
$286K 0.04%
2,997
-127
123
$275K 0.04%
+619
124
$274K 0.04%
3,138
+102
125
$263K 0.04%
2,000
3 4
5
6 7