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
$660M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.02M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
HOLX icon
Hologic
HOLX
+$1.06M

Top Sells

1
+$1.65M
2
+$1.02M
3
+$960K
4
STVN icon
Stevanato
STVN
+$763K
5
LLY icon
Eli Lilly
LLY
+$621K

Sector Composition

1 Technology 16.86%
2 Financials 9.27%
3 Healthcare 8.42%
4 Consumer Staples 5.18%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.04%
6,000
127
$277K 0.04%
3,046
-92
128
$274K 0.04%
35,000
129
$270K 0.04%
2,263
+263
130
$257K 0.04%
1,669
+75
131
$255K 0.04%
1,154
-31
132
$252K 0.04%
2,649
-348
133
$246K 0.04%
2,079
+43
134
$245K 0.04%
+6,732
135
$236K 0.04%
15,201
+82
136
$236K 0.04%
+2,110
137
$232K 0.04%
1,990
+219
138
$231K 0.04%
7,569
-7
139
$230K 0.03%
1,347
-20
140
$230K 0.03%
2,187
-63
141
$227K 0.03%
7,000
142
$227K 0.03%
1,168
143
$224K 0.03%
731
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144
$221K 0.03%
+3,495
145
$218K 0.03%
810
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146
$216K 0.03%
833
-778
147
$212K 0.03%
+3,127
148
$211K 0.03%
6,774
+17
149
$210K 0.03%
14,670
150
$206K 0.03%
+713
3 4 5
6
7