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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.42M
3
+$840K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$705K
5
NXPI icon
NXP Semiconductors
NXPI
+$335K

Top Sells

1
+$4.62M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
16,000
152
$5K ﹤0.01%
1,000
153
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154
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-2,976
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-7,000
157
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159
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160
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-45,000
165
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-4,365
166
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167
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-5,000
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