KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+10.93%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$427M
AUM Growth
+$427M
(+11%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
49.32%
Holding
169
New
10
Increased
57
Reduced
49
Closed
15
Top Buys
| 1 |
Home Depot
HD
|
$2.69M |
| 2 |
Salesforce
CRM
|
$2.16M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.35M |
| 4 |
Target
TGT
|
$1.34M |
| 5 |
Amgen
AMGN
|
$1.34M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.59M |
| 2 |
RTX Corp
RTX
|
$977K |
| 3 |
Sanofi
SNY
|
$903K |
| 4 |
Exxon Mobil
XOM
|
$774K |
| 5 |
Novo Nordisk
NVO
|
$740K |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Healthcare | 10.02% |
| 3 | Consumer Discretionary | 8.8% |
| 4 | Financials | 8.38% |
| 5 | Consumer Staples | 6.13% |
