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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.88M
3
+$1.34M
4
WMT icon
Walmart
WMT
+$1.34M
5
PDD icon
Pinduoduo
PDD
+$670K

Top Sells

1
+$3.09M
2
+$2.19M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.07%
853
127
$310K 0.07%
25,240
128
$305K 0.07%
2,014
129
$305K 0.07%
3,951
-1,067
130
$301K 0.07%
4,702
-21
131
$301K 0.07%
+2,000
132
$289K 0.06%
14,520
133
$286K 0.06%
3,431
-38
134
$276K 0.06%
1,536
135
$270K 0.06%
4,230
136
$268K 0.06%
+2,040
137
$265K 0.06%
16,843
-181
138
$263K 0.06%
5,119
139
$257K 0.06%
3,921
140
$251K 0.06%
+1,800
141
$241K 0.05%
+3,550
142
$241K 0.05%
4,673
-260
143
$234K 0.05%
3,329
+8
144
$230K 0.05%
4,480
-33
145
$229K 0.05%
+4,431
146
$228K 0.05%
11,405
+51
147
$227K 0.05%
+1,050
148
$220K 0.05%
1,102
149
$213K 0.05%
1,603
+95
150
$210K 0.05%
+1,145
3 4 5
6
7