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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
8