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
$495M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$865K
3
+$645K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$520K
5
ELV icon
Elevance Health
ELV
+$400K

Top Sells

1
+$869K
2
+$481K
3
+$478K
4
VTV icon
Vanguard Value ETF
VTV
+$450K
5
LLY icon
Eli Lilly
LLY
+$386K

Sector Composition

1 Technology 13.51%
2 Healthcare 9.45%
3 Financials 8.08%
4 Consumer Discretionary 6.23%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-2,992
152
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-1,103
153
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-11,930
154
– –
-8,759
155
– –
-14,803
156
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-349
157
– –
-3,796
158
– –
-25,000
159
– –
-52,950
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