KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
-4.77%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$394M
AUM Growth
+$394M
(-5.8%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
50.95%
Holding
167
New
6
Increased
58
Reduced
38
Closed
15
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5.8M |
| 2 |
Sanofi
SNY
|
$1.48M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.28M |
| 4 |
Eli Lilly
LLY
|
$857K |
| 5 |
Tesla
TSLA
|
$427K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.54M |
| 2 |
Atlassian
TEAM
|
$818K |
| 3 |
Meta Platforms (Facebook)
META
|
$597K |
| 4 |
Genmab
GMAB
|
$549K |
| 5 |
GlobalFoundries
GFS
|
$413K |
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Healthcare | 11% |
| 3 | Financials | 7.98% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Consumer Staples | 5.76% |
