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
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.07%
5,000
127
$242K 0.07%
4,785
+170
128
$242K 0.07%
853
129
$241K 0.07%
4,674
130
$240K 0.07%
+2,105
131
$238K 0.07%
+4,654
132
$232K 0.07%
+928
133
$227K 0.07%
2,014
-410
134
$226K 0.07%
+1,586
135
$223K 0.07%
+9,391
136
$223K 0.07%
1,125
-1,500
137
$223K 0.07%
+4,000
138
$220K 0.06%
+3,638
139
$220K 0.06%
+1,800
140
$220K 0.06%
+3,304
141
$213K 0.06%
+3,796
142
$213K 0.06%
6,219
-250
143
$208K 0.06%
2,704
+4
144
$207K 0.06%
+3,739
145
$201K 0.06%
+3,500
146
$200K 0.06%
+2,288
147
$154K 0.05%
12,628
+2,314
148
$131K 0.04%
3,849
-401
149
$126K 0.04%
+20,717
150
$113K 0.03%
+10,000
3 4 5
6
7