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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$2.94M
3 +$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1 +$1.27M
2 +$1.01M
3 +$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,017
127
-1,500
128
-32,477
129
-3,125
130
-13,200
131
-2,902