KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.36M
3
+$1.34M
4
TGT icon
Target
TGT
+$1.27M
5
BABA icon
Alibaba
BABA
+$1.13M

Top Sells

1
+$3.36M
2
+$903K
3
+$898K
4
NVO icon
Novo Nordisk
NVO
+$733K
5
XOM icon
Exxon Mobil
XOM
+$705K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$134K 0.03%
+2,950
152
$111K 0.03%
+155
153
$53K 0.01%
+16,000
154
$7K ﹤0.01%
400
155
– –
-9,391
156
– –
-6,488
157
– –
-20,000
158
– –
-7,000
159
– –
-5,160
160
– –
-1,800
161
– –
-4,000
162
– –
-4,200
163
– –
-22,677
164
– –
-7,550
165
– –
-3,500
166
– –
-18,000
167
– –
-159
168
– –
-2,000
169
– –
-17,000
3 4 5 6
7