KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.65M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
GH icon
Guardant Health
GH
+$1.14M

Top Sells

1
+$2.89M
2
+$2.89M
3
+$1.5M
4
CI icon
Cigna
CI
+$1.11M
5
SNY icon
Sanofi
SNY
+$1.02M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.05%
+4,159
127
$216K 0.05%
+4,196
128
$213K 0.05%
16,182
+30
129
$209K 0.05%
3,254
130
$209K 0.05%
22,190
-2,600
131
$204K 0.05%
11,693
-200
132
$203K 0.05%
+579
133
$165K 0.04%
10,000
134
$163K 0.04%
25,000
135
$133K 0.03%
11,417
+6
136
$121K 0.03%
12,000
-4,000
137
$72K 0.02%
16,667
-3,333
138
$53K 0.01%
10,000
139
$40K 0.01%
13,000
140
$10K ﹤0.01%
44
141
$8K ﹤0.01%
16,000
142
– –
-14,000
143
– –
-1,000
144
– –
-1,085
145
– –
-3,398
146
– –
-10,584
147
– –
-23,030
148
– –
-7,400
149
– –
-7,000
150
– –
-2,199
3 4 5
6
7