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
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.76M
3
+$2.77M
4
PEP icon
PepsiCo
PEP
+$1.33M
5
ORCL icon
Oracle
ORCL
+$656K

Top Sells

1
+$5.55M
2
+$1.87M
3
+$1.72M
4
NUVA
NuVasive, Inc.
NUVA
+$1.48M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.42M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.06%
6,403
-750
127
$265K 0.06%
1,317
+1
128
$262K 0.06%
2,562
+1
129
$260K 0.06%
1,899
130
$259K 0.06%
6,064
+1,052
131
$258K 0.06%
4,616
+1
132
$256K 0.06%
1,484
133
$253K 0.06%
1,789
-5,421
134
$250K 0.06%
+1,055
135
$246K 0.06%
4,196
136
$246K 0.06%
5,000
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137
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138
$244K 0.06%
4,730
139
$243K 0.06%
16,139
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140
$229K 0.05%
3,869
141
$228K 0.05%
2,976
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142
$226K 0.05%
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143
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+4,000
144
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+5,000
145
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-40
146
$214K 0.05%
1,800
147
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1,263
148
$210K 0.05%
3,254
149
$205K 0.05%
11,893
+284
150
$174K 0.04%
22,000
4 5
6
7 8