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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.05%
11,326
152
$244K 0.05%
+635
153
$244K 0.05%
+20,000
154
$241K 0.05%
1,800
155
$236K 0.05%
+1,500
156
$235K 0.05%
+1,760
157
$232K 0.05%
1,716
-84
158
$229K 0.05%
4,480
159
$224K 0.05%
2,132
-37
160
$223K 0.05%
4,373
-120
161
$221K 0.05%
915
162
$207K 0.04%
+2,953
163
$207K 0.04%
+1,423
164
$206K 0.04%
1,069
-47
165
$206K 0.04%
4,500
166
$203K 0.04%
5,000
167
$151K 0.03%
+10,000
168
$96K 0.02%
13,000
-10,000
169
$83K 0.02%
30,000
170
$81K 0.02%
+10,000
171
$33K 0.01%
1,000
172
$16K ﹤0.01%
+667
173
– –
-1,050
174
– –
-650
175
– –
-155
4 5 6
7
8