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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.05%
3,254
152
$241K 0.05%
1,316
153
$236K 0.05%
1,800
154
$234K 0.05%
1,717
155
$229K 0.05%
4,160
-78
156
$229K 0.05%
915
157
$228K 0.04%
4,590
+83
158
$228K 0.04%
1,263
-3
159
$225K 0.04%
2,885
160
$219K 0.04%
6,000
161
$217K 0.04%
1,069
162
$209K 0.04%
+4,196
163
$208K 0.04%
+1,757
164
$208K 0.04%
1,050
165
$205K 0.04%
+2,266
166
$204K 0.04%
+5,393
167
$203K 0.04%
2,556
168
$146K 0.03%
+10,000
169
$33K 0.01%
+16,000
170
$24K ﹤0.01%
40
171
$16K ﹤0.01%
1,000
172
– –
-5,000
173
– –
-2,080
174
– –
-2,950
175
– –
-1,653
4 5 6
7
8