KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.28M
3 +$1M
4
SNY icon
Sanofi
SNY
+$899K
5
META icon
Meta Platforms (Facebook)
META
+$848K

Top Sells

1 +$4.89M
2 +$824K
3 +$697K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$625K
5
NVO icon
Novo Nordisk
NVO
+$471K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.26%
3 Financials 8.58%
4 Consumer Discretionary 5.28%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,040