KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$3.3M
3
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

1
+$2.12M
2
+$1.32M
3
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.03%
14,670
152
$215K 0.03%
+629
153
$211K 0.03%
654
154
$207K 0.03%
1,634
-35
155
$200K 0.03%
+996
156
$182K 0.02%
12,120
-172
157
$118K 0.01%
10,000
158
$68K 0.01%
+10,000
159
$58K 0.01%
11,100
-1,000
160
$38K ﹤0.01%
29,799
+1,000
161
– –
-1,314
162
– –
-2,455
163
– –
-3,127
164
– –
-12,946
165
– –
-2,160
3 4 5 6
7