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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.06%
+1,762
127
$225K 0.06%
2,350
-152
128
$225K 0.06%
970
+1
129
$223K 0.06%
1,815
130
$219K 0.06%
+2,501
131
$218K 0.06%
38,800
132
$210K 0.06%
1,596
-3
133
$207K 0.06%
1,364
134
$206K 0.06%
5,133
-38
135
$204K 0.06%
17,000
136
$201K 0.06%
+2,765
137
$200K 0.06%
+3,500
138
$189K 0.05%
4,645
+310
139
$188K 0.05%
13,934
140
$179K 0.05%
4,033
-96
141
$179K 0.05%
12,549
142
$82K 0.02%
27,000
+7,000
143
$19K 0.01%
400
144
– –
-1,248
145
– –
-22,880
146
– –
-5,399
147
– –
-6,439
148
– –
-9,000
2 3 4 5
6