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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
$418M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.65M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
GH icon
Guardant Health
GH
+$1.14M

Top Sells

1
+$2.89M
2
+$2.89M
3
+$1.5M
4
CI icon
Cigna
CI
+$1.11M
5
SNY icon
Sanofi
SNY
+$1.02M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,000
152
– –
-1,500
153
– –
-15,000
154
– –
-24,140
155
– –
-9,740
156
– –
-2,463
157
– –
-5,000
158
– –
-1,317
159
– –
-1,000
3 4 5 6
7