KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+13.71%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$737M
AUM Growth
+$737M
(+12%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
57.52%
Holding
165
New
8
Increased
57
Reduced
49
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11M |
| 2 |
CrowdStrike
CRWD
|
$8.28M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.69M |
| 4 |
Palantir
PLTR
|
$1.81M |
| 5 |
Vanguard Value ETF
VTV
|
$1.48M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$8.21M |
| 2 |
Eli Lilly
LLY
|
$6.88M |
| 3 |
Microsoft
MSFT
|
$1.03M |
| 4 |
Zimmer Biomet
ZBH
|
$726K |
| 5 |
Elevance Health
ELV
|
$580K |
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Financials | 9.22% |
| 3 | Consumer Staples | 4.76% |
| 4 | Industrials | 4.39% |
| 5 | Communication Services | 4.28% |
