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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.05%
8,000
127
$236K 0.05%
1,003
+88
128
$235K 0.05%
15,138
-211
129
$233K 0.05%
1,464
+135
130
$232K 0.05%
1,144
+1
131
$224K 0.05%
2,690
-130
132
$224K 0.05%
+2,578
133
$207K 0.04%
941
134
$202K 0.04%
1,365
135
$202K 0.04%
+2,913
136
$200K 0.04%
12,000
137
$188K 0.04%
14,916
+23
138
$148K 0.03%
25,000
139
$130K 0.03%
10,432
-27
140
$113K 0.02%
10,000
141
$49K 0.01%
16,667
142
$46K 0.01%
10,000
143
$34K 0.01%
13,000
144
$20K ﹤0.01%
16,000
145
$16K ﹤0.01%
121
+72
146
– –
-1,464
147
– –
-16,662
148
– –
-2,885
149
– –
-1,825
150
– –
-1,739
3 4 5
6
7