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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.07%
+1,860
127
$264K 0.07%
4,751
-34
128
$263K 0.07%
11,445
+1,350
129
$263K 0.07%
4,200
130
$262K 0.07%
853
131
$256K 0.07%
6,488
+102
132
$256K 0.07%
14,520
133
$247K 0.06%
1,586
134
$244K 0.06%
36,706
+15,989
135
$243K 0.06%
+5,160
136
$242K 0.06%
6,253
137
$239K 0.06%
3,469
-169
138
$239K 0.06%
17,524
+20
139
$238K 0.06%
2,014
140
$236K 0.06%
+4,000
141
$235K 0.06%
4,566
-108
142
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143
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2,288
144
$232K 0.06%
20,500
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145
$231K 0.06%
+17,000
146
$228K 0.06%
2,475
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147
$227K 0.06%
3,796
148
$226K 0.06%
9,391
149
$224K 0.06%
3,748
+9
150
$220K 0.06%
1,800
3 4 5
6
7