KWMG

King Wealth Management Group Portfolio holdings

AUM $796M
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.26M
3
+$6.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.31M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.61M

Top Sells

1
+$1.66M
2
+$1.17M
3
+$972K
4
ELV icon
Elevance Health
ELV
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$365K

Sector Composition

1 Technology 15.72%
2 Healthcare 9.27%
3 Financials 8.83%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$52K 0.02%
65,000
152
$20K 0.01%
+159
153
$8K ﹤0.01%
400
154
– –
-118
155
– –
-48,296
156
– –
-7,500
157
– –
-2,034
158
– –
-20,000
159
– –
-1,140
160
– –
-7,410
161
– –
-8,000
3 4 5 6
7