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
$642M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.3M
3
+$1.88M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.77M
5
META icon
Meta Platforms (Facebook)
META
+$1.31M

Top Sells

1
+$5.34M
2
+$2.11M
3
+$1.59M
4
DG icon
Dollar General
DG
+$924K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$713K

Sector Composition

1 Technology 17.42%
2 Healthcare 9.19%
3 Financials 7.76%
4 Consumer Staples 4.97%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.04%
1,032
127
$250K 0.04%
7,570
-35
128
$246K 0.04%
14,670
129
$243K 0.04%
2,115
+25
130
$234K 0.04%
1,365
131
$232K 0.04%
+2,376
132
$231K 0.04%
3,138
133
$230K 0.04%
+902
134
$227K 0.04%
+4,500
135
$221K 0.03%
2,096
-50
136
$218K 0.03%
+785
137
$218K 0.03%
+3,495
138
$217K 0.03%
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139
$216K 0.03%
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140
$216K 0.03%
6,742
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141
$214K 0.03%
4,015
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142
$214K 0.03%
1,594
-98
143
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144
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145
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+1,154
146
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7,000
147
$204K 0.03%
14,143
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148
$200K 0.03%
1,654
-73
149
$172K 0.03%
10,247
+15
150
$74K 0.01%
13,700
+2,700
3 4 5
6
7