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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.04%
15,107
+58
127
$228K 0.04%
1,365
128
$222K 0.04%
1,032
-14
129
$222K 0.04%
14,670
130
$219K 0.04%
7,605
+7
131
$215K 0.04%
977
-25
132
$214K 0.04%
7,000
133
$210K 0.04%
4,429
-849
134
$210K 0.04%
14,882
+28
135
$208K 0.03%
5,226
-3,000
136
$206K 0.03%
12,137
137
$205K 0.03%
3,138
+225
138
$202K 0.03%
1,727
+8
139
$201K 0.03%
1,692
140
$145K 0.02%
10,232
+18
141
$131K 0.02%
10,476
+21
142
$54K 0.01%
15,299
+5,200
143
$36K 0.01%
11,000
+1,000
144
$33K 0.01%
13,000
145
– –
-834
146
– –
-6,695
147
– –
-10,000
148
– –
-18,500
149
– –
-10,200
2 3 4 5
6