KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.62M
3
+$1.93M
4
BSX icon
Boston Scientific
BSX
+$620K
5
AMD icon
Advanced Micro Devices
AMD
+$616K

Top Sells

1
+$21.9M
2
+$14.8M
3
+$10.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.65M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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158
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-27,000
163
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7