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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.07%
+6,000
127
$293K 0.07%
853
128
$287K 0.07%
3,469
129
$287K 0.07%
14,520
130
$275K 0.06%
2,288
131
$275K 0.06%
2,014
132
$274K 0.06%
31,206
-5,500
133
$269K 0.06%
6,558
-714
134
$264K 0.06%
1,536
-50
135
$255K 0.06%
17,024
-500
136
$235K 0.06%
+4,230
137
$235K 0.06%
4,723
-9,396
138
$235K 0.06%
5,707
-18,806
139
$233K 0.05%
4,513
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140
$233K 0.05%
1,646
+3
141
$230K 0.05%
5,119
-1,100
142
$230K 0.05%
+1,508
143
$220K 0.05%
+4,933
144
$217K 0.05%
1,102
-25
145
$215K 0.05%
3,321
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146
$211K 0.05%
3,921
147
$210K 0.05%
4,753
-1,500
148
$204K 0.05%
+1,145
149
$196K 0.05%
6,955
-745
150
$186K 0.04%
11,354
-1,275
3 4 5
6
7