KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$3.05M
3
+$2.88M
4
TT icon
Trane Technologies
TT
+$2.7M
5
VTV icon
Vanguard Value ETF
VTV
+$2.39M

Top Sells

1
+$3.22M
2
+$1.52M
3
+$1.45M
4
STVN icon
Stevanato
STVN
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$905K

Sector Composition

1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.04%
2,066
127
$254K 0.04%
789
-754
128
$252K 0.04%
11,078
-6,222
129
$252K 0.04%
7,576
+6
130
$246K 0.04%
1,365
131
$243K 0.04%
1,185
+31
132
$242K 0.04%
4,087
+72
133
$242K 0.04%
1,367
134
$235K 0.03%
792
-5
135
$235K 0.03%
+2,036
136
$232K 0.03%
4,500
137
$232K 0.03%
6,000
138
$230K 0.03%
15,119
+4
139
$229K 0.03%
+1,168
140
$226K 0.03%
7,000
141
$224K 0.03%
1,594
142
$224K 0.03%
14,935
+792
143
$223K 0.03%
2,250
+154
144
$223K 0.03%
6,757
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145
$223K 0.03%
+1,771
146
$209K 0.03%
860
-117
147
$207K 0.03%
+4,706
148
$205K 0.03%
+2,379
149
$199K 0.03%
14,670
150
$176K 0.03%
10,261
+14
3 4 5
6
7