KWMG
King Wealth Management Group Portfolio holdings
AUM
$737M
This Quarter Return
+11.46%
1 Year Return
+18.5%
3 Year Return
+82.56%
5 Year Return
+128.54%
10 Year Return
+306.49%
AUM
$517M
AUM Growth
+$517M
(+9%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
54.12%
Holding
151
New
6
Increased
43
Reduced
61
Closed
12
Top Buys
| 1 |
Eli Lilly
LLY
|
$4.15M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.7M |
| 3 |
Novo Nordisk
NVO
|
$1.25M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$868K |
| 5 |
AbbVie
ABBV
|
$780K |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$8.47M |
| 2 |
Dick's Sporting Goods
DKS
|
$6.25M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.02M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$759K |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$579K |
Sector Composition
| 1 | Technology | 13.7% |
| 2 | Healthcare | 10.12% |
| 3 | Financials | 8.42% |
| 4 | Consumer Discretionary | 5.45% |
| 5 | Consumer Staples | 5.15% |