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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$352K 0.07%
7,911
+800
127
$351K 0.07%
10,552
-40
128
$342K 0.06%
14,520
129
$339K 0.06%
7,153
-155
130
$338K 0.06%
3,445
131
$335K 0.06%
1,994
132
$331K 0.06%
6,000
133
$331K 0.06%
3,851
-27
134
$328K 0.06%
25,240
135
$326K 0.06%
6,285
136
$325K 0.06%
1,484
-27
137
$322K 0.06%
1,316
138
$312K 0.06%
1,653
-2,000
139
$301K 0.06%
3,528
140
$296K 0.05%
5,119
141
$296K 0.05%
6,000
142
$293K 0.05%
1,004
-98
143
$286K 0.05%
4,509
-148
144
$281K 0.05%
16,398
+18
145
$271K 0.05%
1,800
146
$270K 0.05%
3,254
-139
147
$268K 0.05%
4,730
148
$262K 0.05%
11,326
149
$255K 0.05%
1,760
150
$252K 0.05%
1,711
-5
4 5
6
7 8