KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
1-Year Est. Return
18.5%
1 Year Est. Return
+18.5%
AUM
$737M
AUM Growth
+$77.4M
(+12%)
Holding
165
Top Buys
| 1 | +$11M | |
| 2 | +$8.28M | |
| 3 | +$2.69M | |
| 4 |
Palantir
PLTR
|
+$1.81M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.48M |
Top Sells
| 1 | +$8.21M | |
| 2 | +$6.88M | |
| 3 | +$1.03M | |
| 4 |
Zimmer Biomet
ZBH
|
+$726K |
| 5 |
Elevance Health
ELV
|
+$580K |
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 | |
|---|---|---|---|---|---|---|
151
Bank of America
BAC
$377B
| $212K | 0.03% |
+4,471
|
|
||
152
Mondelez International
MDLZ
$80.8B
| $211K | 0.03% |
3,127
|
|
||
153
KeyCorp
KEY
$18.6B
| $179K | 0.02% |
10,293
+16
|
|
||
|
ETB
154
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$438M
| $177K | 0.02% |
12,292
-1,171
|
|
||
155
Viatris
VTRS
$11.8B
| $116K | 0.02% |
12,946
|
|
||
156
MindMed
MNMD
$1.05B
| $65K | 0.01% |
10,000
|
|
||
157
Heron Therapeutics
HRTX
$236M
| $60K | 0.01% |
28,799
+2,000
|
|
||
158
Aldeyra Therapeutics
ALDX
$317M
| $46K | 0.01% |
+12,100
|
|
||
159
Accenture
ACN
$148B
| – | – |
-1,032
|
|
||
160
Fiserv
FI
$66B
| – | – |
-1,154
|
|
||
|
GBAB
161
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$413M
| – | – |
-15,201
|
|
||
162
HCA Healthcare
HCA
$99.5B
| – | – |
-1,000
|
|
||
163
JD.com
JD
$47B
| – | – |
-10,203
|
|
||
164
WD-40
WDFC
$2.63B
| – | – |
-831
|
|
||
|
165
Zimmer Biomet
ZBH
$20.2B
| – | – |
-6,412
|
|