KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.28M
3
+$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1
+$4.89M
2
+$824K
3
+$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.04%
1,365
127
$245K 0.04%
15,049
-146
128
$235K 0.04%
14,670
129
$234K 0.04%
3,000
130
$229K 0.04%
12,137
-1,042
131
$218K 0.04%
+7,000
132
$215K 0.04%
+1,046
133
$214K 0.04%
7,598
+5
134
$208K 0.04%
+834
135
$208K 0.04%
1,692
136
$204K 0.04%
+6,695
137
$204K 0.04%
2,913
138
$203K 0.04%
14,854
-87
139
$202K 0.04%
+670
140
$202K 0.04%
+1,719
141
$161K 0.03%
+10,214
142
$147K 0.03%
10,200
143
$139K 0.02%
10,455
+15
144
$46K 0.01%
10,000
145
$33K 0.01%
+10,000
146
$31K 0.01%
13,000
147
$28K ﹤0.01%
+10,099
148
– –
-2,628
149
– –
-8,000
150
– –
-1,800
3 4 5
6
7