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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.05%
3,750
+200
152
$247K 0.05%
+1,800
153
$238K 0.05%
4,493
-180
154
$234K 0.05%
11,326
-79
155
$230K 0.05%
4,480
156
$228K 0.05%
+600
157
$228K 0.05%
+4,296
158
$227K 0.05%
5,000
-5,000
159
$222K 0.05%
915
160
$222K 0.05%
+2,169
161
$214K 0.04%
+1,116
162
$204K 0.04%
1,050
163
$204K 0.04%
+4,500
164
$200K 0.04%
1,044
-101
165
$188K 0.04%
6,739
166
$174K 0.04%
2,950
167
$138K 0.03%
650
168
$125K 0.03%
155
169
$86K 0.02%
+30,000
170
$85K 0.02%
16,000
171
$29K 0.01%
1,000
172
– –
-8,000
173
– –
-1,603
3 4 5 6
7