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
$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
JD icon
101
JD.com
JD
$46.9B
$420K 0.06%
10,203
GLD icon
102
SPDR Gold Trust
GLD
$135B
$414K 0.06%
1,438
+1
MTB icon
103
M&T Bank
MTB
$28.2B
$414K 0.06%
2,314
AMGN icon
104
Amgen
AMGN
$161B
$391K 0.06%
1,254
+66
IBB icon
105
iShares Biotechnology ETF
IBB
$6.17B
$389K 0.06%
3,040
-10
DIS icon
106
Walt Disney
DIS
$199B
$387K 0.06%
3,919
-96
MO icon
107
Altria Group
MO
$109B
$387K 0.06%
6,442
+18
SDY icon
108
SPDR S&P Dividend ETF
SDY
$20.2B
$386K 0.06%
2,847
-150
IWR icon
109
iShares Russell Mid-Cap ETF
IWR
$44.3B
$385K 0.06%
4,520
CRM icon
110
Salesforce
CRM
$231B
$383K 0.06%
+1,429
NVS icon
111
Novartis
NVS
$254B
$374K 0.06%
3,358
-92
TIP icon
112
iShares TIPS Bond ETF
TIP
$13.9B
$363K 0.06%
3,268
-72
QCOM icon
113
Qualcomm
QCOM
$176B
$360K 0.05%
2,347
+201
SO icon
114
Southern Company
SO
$108B
$348K 0.05%
3,783
+146
HCA icon
115
HCA Healthcare
HCA
$99.7B
$346K 0.05%
+1,000
T icon
116
AT&T
T
$188B
$342K 0.05%
12,080
+1,002
VLO icon
117
Valero Energy
VLO
$49B
$336K 0.05%
2,542
NEE icon
118
NextEra Energy
NEE
$174B
$333K 0.05%
4,695
+71
GEV icon
119
GE Vernova
GEV
$163B
$328K 0.05%
1,073
+172
CSCO icon
120
Cisco
CSCO
$277B
$326K 0.05%
5,289
+1,202
IWD icon
121
iShares Russell 1000 Value ETF
IWD
$64.4B
$324K 0.05%
1,720
+177
ACN icon
122
Accenture
ACN
$148B
$322K 0.05%
+1,032
AMD icon
123
Advanced Micro Devices
AMD
$378B
$304K 0.05%
2,955
-85
PFE icon
124
Pfizer
PFE
$139B
$304K 0.05%
11,992
-945
XLK icon
125
Technology Select Sector SPDR Fund
XLK
$93.7B
$291K 0.04%
1,407
3 4
5
6 7