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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.06%
1,596
127
$229K 0.06%
1,681
-81
128
$226K 0.06%
4,054
+21
129
$225K 0.06%
5,112
-546
130
$217K 0.06%
4,874
-259
131
$214K 0.06%
2,350
132
$208K 0.06%
952
-18
133
$202K 0.05%
+3,638
134
$201K 0.05%
+10,000
135
$197K 0.05%
+13,000
136
$195K 0.05%
4,497
-148
137
$189K 0.05%
12,549
138
$189K 0.05%
13,934
139
$155K 0.04%
22,000
+5,000
140
$90K 0.02%
27,000
141
$26K 0.01%
+99
142
$15K ﹤0.01%
400
143
– –
-2,765
144
– –
-1,364
145
– –
-3,500
146
– –
-9,000
147
– –
-5,300
148
– –
-2,501
149
– –
-3,500
150
– –
-2,750
2 3 4 5
6