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
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.04%
35,000
127
$299K 0.04%
2,263
128
$282K 0.04%
1,347
129
$280K 0.04%
1,990
130
$274K 0.04%
11,305
-687
131
$270K 0.04%
6,657
-75
132
$264K 0.04%
2,996
-50
133
$264K 0.04%
654
-59
134
$261K 0.04%
+2,160
135
$260K 0.04%
2,182
+103
136
$259K 0.04%
811
+1
137
$253K 0.03%
7,575
+6
138
$250K 0.03%
2,787
+600
139
$248K 0.03%
731
140
$243K 0.03%
2,501
-148
141
$243K 0.03%
1,669
142
$239K 0.03%
1,168
143
$236K 0.03%
14,670
144
$234K 0.03%
6,789
+15
145
$234K 0.03%
2,111
+1
146
$232K 0.03%
21,000
+2,000
147
$226K 0.03%
+1,106
148
$220K 0.03%
+4,175
149
$218K 0.03%
3,495
150
$216K 0.03%
+4,500
3 4 5
6
7