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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

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
– –
-2,885
152
– –
-16,662
153
– –
-1,464
3 4 5 6
7