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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$3.74M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
PDD icon
Pinduoduo
PDD
+$844K

Top Sells

1
+$3.09M
2
+$2.2M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
AMZN icon
Amazon
AMZN
+$1.21M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.05%
6,204
-6,000
152
$206K 0.05%
8,000
153
$205K 0.05%
+915
154
$201K 0.05%
+8,000
155
$194K 0.04%
6,739
-216
156
$181K 0.04%
2,950
157
$133K 0.03%
+650
158
$105K 0.02%
155
159
$74K 0.02%
16,000
160
$25K 0.01%
1,000
+600
161
– –
-6,000
162
– –
-20,500
163
– –
-30,000
164
– –
-27,037
165
– –
-1,145
166
– –
-72,338
167
– –
-4,753
3 4 5 6
7