KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$714K
3
+$475K
4
AMZN icon
Amazon
AMZN
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$407K

Top Sells

1
+$1.65M
2
+$1.23M
3
+$884K
4
SNOW icon
Snowflake
SNOW
+$475K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$453K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,547
152
– –
-2,688
153
– –
-22,190
3 4 5 6
7