KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+0.05%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$488M
AUM Growth
+$488M
(-0.18%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
186
New
15
Increased
60
Reduced
50
Closed
14
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.2M |
| 2 |
Dick's Sporting Goods
DKS
|
$5.12M |
| 3 |
Amazon
AMZN
|
$1.38M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.33M |
| 5 |
Procter & Gamble
PG
|
$1.04M |
Top Sells
| 1 |
Walmart
WMT
|
$5.07M |
| 2 |
Rackspace Technology
RXT
|
$4.14M |
| 3 |
GE Aerospace
GE
|
$1.76M |
| 4 |
Pinduoduo
PDD
|
$1.27M |
| 5 |
Viatris
VTRS
|
$831K |
Sector Composition
| 1 | Technology | 14.93% |
| 2 | Consumer Discretionary | 9.59% |
| 3 | Financials | 8.72% |
| 4 | Healthcare | 8.18% |
| 5 | Consumer Staples | 4.9% |
