KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.04%
1,609
-111
127
$326K 0.04%
2,844
-1,140
128
$316K 0.04%
1,990
129
$305K 0.04%
20,000
-15,000
130
$289K 0.04%
1,338
-9
131
$285K 0.04%
6,657
132
$280K 0.04%
11,001
-304
133
$275K 0.03%
2,263
134
$275K 0.03%
7,580
+5
135
$269K 0.03%
811
136
$269K 0.03%
+4,000
137
$268K 0.03%
2,838
+51
138
$268K 0.03%
2,994
-2
139
$261K 0.03%
+2,024
140
$256K 0.03%
701
-30
141
$254K 0.03%
6,802
+13
142
$252K 0.03%
2,106
-76
143
$252K 0.03%
1,168
144
$249K 0.03%
13,338
+3,045
145
$245K 0.03%
2,501
146
$238K 0.03%
4,500
147
$236K 0.03%
3,495
148
$235K 0.03%
21,000
149
$234K 0.03%
2,112
+1
150
$231K 0.03%
4,471
3 4 5
6
7