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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$193K 0.06%
4,713
-1,535
127
$187K 0.06%
12,549
128
$169K 0.05%
3,970
-865
129
$158K 0.05%
13,252
130
$117K 0.04%
+20,500
131
– –
-36,226
132
– –
-500
133
– –
-2,513
134
– –
-1,402
2 3 4 5
6