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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
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%
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
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159
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