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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.06%
5,782
-282
127
$231K 0.06%
1,317
128
$230K 0.06%
1,004
129
$229K 0.06%
24,790
130
$225K 0.06%
1,085
+30
131
$224K 0.06%
1,849
-50
132
$213K 0.05%
+1,050
133
$213K 0.05%
16,152
+13
134
$210K 0.05%
5,000
135
$208K 0.05%
4,730
136
$207K 0.05%
+9,740
137
$206K 0.05%
3,254
138
$206K 0.05%
1,671
139
$205K 0.05%
2,463
-99
140
$191K 0.05%
11,893
141
$185K 0.05%
22,000
142
$179K 0.05%
+10,584
143
$179K 0.05%
10,000
144
$141K 0.04%
23,800
-5,000
145
$128K 0.03%
11,411
+5
146
$119K 0.03%
16,000
+5,000
147
$91K 0.02%
20,000
+7,001
148
$47K 0.01%
+10,000
149
$40K 0.01%
13,000
150
$17K ﹤0.01%
1,333
+133
3 4 5
6
7