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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$338K 0.07%
6,094
-4,112
127
$337K 0.07%
10,556
+4
128
$333K 0.07%
+2,047
129
$331K 0.07%
1,994
130
$325K 0.06%
7,881
-30
131
$322K 0.06%
2,785
-7,200
132
$309K 0.06%
15,521
-700
133
$309K 0.06%
1,484
134
$305K 0.06%
4,209
+1,000
135
$301K 0.06%
4,730
136
$294K 0.06%
6,100
137
$293K 0.06%
25,240
138
$290K 0.06%
2,080
+320
139
$280K 0.06%
4,615
-138
140
$279K 0.05%
5,012
+503
141
$274K 0.05%
28,800
142
$273K 0.05%
3,528
143
$272K 0.05%
16,118
-280
144
$261K 0.05%
1,004
145
$260K 0.05%
11,609
+283
146
$258K 0.05%
+2,542
147
$257K 0.05%
+5,000
148
$253K 0.05%
1,711
149
$251K 0.05%
3,869
-1,250
150
$250K 0.05%
3,254
4 5
6
7 8