KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.03%
+4,471
152
$211K 0.03%
3,127
153
$179K 0.02%
10,293
+16
154
$177K 0.02%
12,292
-1,171
155
$116K 0.02%
12,946
156
$65K 0.01%
10,000
157
$60K 0.01%
28,799
+2,000
158
$46K 0.01%
+12,100
159
– –
-1,032
160
– –
-1,154
161
– –
-15,201
162
– –
-1,000
163
– –
-10,203
164
– –
-831
165
– –
-6,412
3 4 5 6
7