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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.04%
915
152
$241K 0.04%
2,080
+80
153
$239K 0.04%
+2,885
154
$235K 0.04%
1,069
155
$234K 0.04%
+1,717
156
$232K 0.04%
4,507
-303
157
$227K 0.04%
4,238
-135
158
$223K 0.04%
+1,217
159
$222K 0.04%
+2,556
160
$220K 0.04%
+3,209
161
$220K 0.04%
+330
162
$218K 0.04%
3,706
-201
163
$216K 0.04%
+1,266
164
$214K 0.04%
+2,950
165
$207K 0.04%
+1,050
166
$203K 0.04%
+6,739
167
$201K 0.04%
+1,365
168
$201K 0.04%
5,000
169
$148K 0.03%
+650
170
$144K 0.03%
13,000
171
$131K 0.02%
+155
172
$44K 0.01%
+40
173
$19K ﹤0.01%
1,000
174
– –
-7,538
175
– –
-6,115
4 5 6
7
8