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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$339K 0.07%
2,288
127
$337K 0.07%
1,316
128
$336K 0.07%
853
129
$336K 0.07%
25,240
130
$335K 0.07%
4,568
131
$334K 0.07%
23,000
132
$331K 0.07%
3,874
-77
133
$326K 0.07%
14,520
134
$320K 0.07%
4,752
+1
135
$320K 0.07%
2,000
136
$319K 0.07%
2,014
137
$317K 0.06%
4,073
+744
138
$313K 0.06%
6,558
139
$312K 0.06%
3,321
-61,668
140
$301K 0.06%
1,536
141
$298K 0.06%
3,431
142
$283K 0.06%
16,861
+18
143
$280K 0.06%
5,119
144
$270K 0.06%
4,804
+102
145
$269K 0.06%
1,800
146
$268K 0.05%
4,230
147
$263K 0.05%
3,921
148
$262K 0.05%
1,102
149
$260K 0.05%
6,204
150
$249K 0.05%
4,704
+273
3 4 5
6
7