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

Top Buys

1
+$3.96M
2
+$2.89M
3
+$579K
4
AMZN icon
Amazon
AMZN
+$404K
5
CVX icon
Chevron
CVX
+$256K

Top Sells

1
+$1.09M
2
+$1.06M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$247K

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
– –
-1,500
127
– –
-32,477
128
– –
-3,125
129
– –
-13,200
130
– –
-2,902
131
– –
-3,017
2 3 4 5
6