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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$339K 0.07%
10,592
-316
127
$335K 0.07%
+3,445
128
$333K 0.07%
7,308
+750
129
$333K 0.07%
3,878
+4
130
$332K 0.07%
25,240
131
$328K 0.07%
832
-21
132
$326K 0.07%
2,770
-159
133
$319K 0.07%
14,520
134
$316K 0.06%
6,000
135
$314K 0.06%
4,752
136
$312K 0.06%
1,994
-20
137
$311K 0.06%
3,021
-300
138
$305K 0.06%
1,316
139
$302K 0.06%
+7,111
140
$298K 0.06%
1,511
-25
141
$297K 0.06%
1,102
142
$297K 0.06%
2,000
143
$290K 0.06%
3,393
-38
144
$279K 0.06%
3,528
-968
145
$276K 0.06%
5,119
146
$272K 0.06%
4,730
+500
147
$262K 0.05%
16,380
-481
148
$256K 0.05%
4,810
+6
149
$253K 0.05%
4,657
-47
150
$251K 0.05%
3,907
-14
4 5
6
7 8