KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-13.81%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$418M
AUM Growth
+$418M
(-18%)
Cap. Flow
-$8.56M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
50.12%
Holding
186
New
15
Increased
42
Reduced
66
Closed
25
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$3.83M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.76M |
| 3 |
Amazon
AMZN
|
$3.16M |
| 4 |
Eli Lilly
LLY
|
$2.77M |
| 5 |
PepsiCo
PEP
|
$1.33M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$5.55M |
| 2 |
NVIDIA
NVDA
|
$1.87M |
| 3 |
Salesforce
CRM
|
$1.72M |
| 4 |
NUVA
NuVasive, Inc.
NUVA
|
$1.48M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.42M |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Healthcare | 10.68% |
| 3 | Financials | 8.13% |
| 4 | Consumer Discretionary | 5.86% |
| 5 | Consumer Staples | 5.49% |
