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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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179
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180
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-6,739
181
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-211,289
182
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-1,044
183
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-2,950
184
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-4,296
185
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186
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4 5 6 7
8