KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-3.88%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$660M
AUM Growth
+$660M
(-3.8%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
54.81%
Holding
164
New
10
Increased
66
Reduced
57
Closed
7
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
$2.47M |
| 2 |
Oracle
ORCL
|
$2.02M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.38M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.1M |
| 5 |
Hologic
HOLX
|
$1.06M |
Top Sells
| 1 |
Cigna
CI
|
$1.65M |
| 2 |
Zimmer Biomet
ZBH
|
$1.02M |
| 3 |
iShares US Healthcare Providers ETF
IHF
|
$960K |
| 4 |
Stevanato
STVN
|
$763K |
| 5 |
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% |
