KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$512K 0.06%
+4,270
102
$488K 0.06%
3,017
103
$466K 0.06%
3,766
-8
104
$457K 0.06%
2,314
105
$450K 0.06%
3,116
+1
106
$437K 0.05%
+4,434
107
$436K 0.05%
4,520
108
$436K 0.05%
1,263
-2,478
109
$433K 0.05%
2,604
+56
110
$433K 0.05%
2,542
111
$429K 0.05%
5,771
-372
112
$418K 0.05%
3,258
113
$411K 0.05%
6,225
-233
114
$399K 0.05%
6,000
115
$397K 0.05%
2,836
-11
116
$368K 0.05%
2,614
117
$359K 0.05%
3,783
118
$355K 0.04%
1,258
+3
119
$354K 0.04%
4,695
120
$353K 0.04%
1,093
-1,176
121
$349K 0.04%
5,102
+1
122
$344K 0.04%
3,094
-123
123
$342K 0.04%
4,175
124
$336K 0.04%
11,894
-186
125
$330K 0.04%
7,316
+60
3 4
5
6 7