KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$189K 0.07%
+12,549
127
$161K 0.06%
+13,252
128
$138K 0.05%
+27,500
129
– –
-1,884
130
– –
-8,000
131
– –
-12,502
132
– –
-11,522
133
– –
-5,180
134
– –
-1,726
135
– –
-1,949
136
– –
-11,267
137
– –
-1,890
2 3 4 5
6