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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.05%
1,050
127
$252K 0.05%
4,730
128
$250K 0.05%
15,349
+49
129
$244K 0.05%
+2,820
130
$234K 0.05%
+1,344
131
$223K 0.05%
915
132
$222K 0.04%
+2,146
133
$221K 0.04%
+1,365
134
$220K 0.04%
1,329
-56
135
$216K 0.04%
1,143
-25
136
$211K 0.04%
2,885
137
$211K 0.04%
22,190
138
$207K 0.04%
25,000
139
$207K 0.04%
14,893
-477
140
$207K 0.04%
+1,739
141
$204K 0.04%
+1,825
142
$204K 0.04%
1,547
+2
143
$200K 0.04%
941
-75
144
$158K 0.03%
10,459
-993
145
$119K 0.02%
10,000
146
$77K 0.02%
16,667
147
$48K 0.01%
10,000
148
$38K 0.01%
13,000
149
$9K ﹤0.01%
1,467
150
$5K ﹤0.01%
16,000
3 4 5
6
7