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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.06%
6,219
152
$215K 0.06%
+1,127
153
$210K 0.05%
+7,700
154
$206K 0.05%
+1,643
155
$201K 0.05%
3,500
156
$151K 0.04%
12,629
+1
157
$122K 0.03%
3,921
+72
158
$19K ﹤0.01%
159
159
$8K ﹤0.01%
400
160
– –
-4,654
161
– –
-2,105
162
– –
-2,704
163
– –
-1,125
164
– –
-20,107
165
– –
-3,950
166
– –
-65,000
167
– –
-10,000
3 4 5 6
7