KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
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
+$5.42M
2
+$3.43M
3
+$2.77M
4
CI icon
Cigna
CI
+$1.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$958K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$909K
4
UNH icon
UnitedHealth
UNH
+$855K
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
NFLX icon
101
Netflix
NFLX
$344B
$512K 0.06%
+4,270
AMD icon
102
Advanced Micro Devices
AMD
$352B
$488K 0.06%
3,017
DUK icon
103
Duke Energy
DUK
$94.7B
$466K 0.06%
3,766
-8
MTB icon
104
M&T Bank
MTB
$36.3B
$457K 0.06%
2,314
IBB icon
105
iShares Biotechnology ETF
IBB
$8.59B
$450K 0.06%
3,116
+1
ZBH icon
106
Zimmer Biomet
ZBH
$17.8B
$437K 0.05%
+4,434
UNH icon
107
UnitedHealth
UNH
$250B
$436K 0.05%
1,263
-2,478
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$48.9B
$436K 0.05%
4,520
VLO icon
109
Valero Energy
VLO
$61.4B
$433K 0.05%
2,542
QCOM icon
110
Qualcomm
QCOM
$148B
$433K 0.05%
2,604
+56
BND icon
111
Vanguard Total Bond Market
BND
$150B
$429K 0.05%
5,771
-372
NVS icon
112
Novartis
NVS
$300B
$418K 0.05%
3,258
MO icon
113
Altria Group
MO
$108B
$411K 0.05%
6,225
-233
PTGX icon
114
Protagonist Therapeutics
PTGX
$5.21B
$399K 0.05%
6,000
SDY icon
115
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$397K 0.05%
2,836
-11
XLK icon
116
State Street Technology Select Sector SPDR ETF
XLK
$90.7B
$368K 0.05%
2,614
SO icon
117
Southern Company
SO
$98.4B
$359K 0.05%
3,783
AMGN icon
118
Amgen
AMGN
$203B
$355K 0.04%
1,258
+3
NEE icon
119
NextEra Energy
NEE
$186B
$354K 0.04%
4,695
ELV icon
120
Elevance Health
ELV
$72.8B
$353K 0.04%
1,093
-1,176
CSCO icon
121
Cisco
CSCO
$343B
$349K 0.04%
5,102
+1
TIP icon
122
iShares TIPS Bond ETF
TIP
$14.1B
$344K 0.04%
3,094
-123
GLW icon
123
Corning
GLW
$113B
$342K 0.04%
4,175
T icon
124
AT&T
T
$191B
$336K 0.04%
11,894
-186
BMY icon
125
Bristol-Myers Squibb
BMY
$124B
$330K 0.04%
7,316
+60
3 4
5
6 7