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
$660M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.02M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
HOLX icon
Hologic
HOLX
+$1.06M

Top Sells

1
+$1.65M
2
+$1.02M
3
+$960K
4
STVN icon
Stevanato
STVN
+$763K
5
LLY icon
Eli Lilly
LLY
+$621K

Sector Composition

1 Technology 16.86%
2 Financials 9.27%
3 Healthcare 8.42%
4 Consumer Staples 5.18%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.06%
10,203
102
$414K 0.06%
1,438
+1
103
$414K 0.06%
2,314
104
$391K 0.06%
1,254
+66
105
$389K 0.06%
3,040
-10
106
$387K 0.06%
3,919
-96
107
$387K 0.06%
6,442
+18
108
$386K 0.06%
2,847
-150
109
$385K 0.06%
4,520
110
$383K 0.06%
+1,429
111
$374K 0.06%
3,358
-92
112
$363K 0.06%
3,268
-72
113
$360K 0.05%
2,347
+201
114
$348K 0.05%
3,783
+146
115
$346K 0.05%
+1,000
116
$342K 0.05%
12,080
+1,002
117
$336K 0.05%
2,542
118
$333K 0.05%
4,695
+71
119
$328K 0.05%
1,073
+172
120
$326K 0.05%
5,289
+1,202
121
$324K 0.05%
1,720
+177
122
$322K 0.05%
+1,032
123
$304K 0.05%
2,955
-85
124
$304K 0.05%
11,992
-945
125
$291K 0.04%
1,407
3 4
5
6 7