KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.08M
3
+$2.56M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
ORCL icon
Oracle
ORCL
+$687K

Top Sells

1
+$6.15M
2
+$2.33M
3
+$1.84M
4
NUVA
NuVasive, Inc.
NUVA
+$1.61M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.57M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.68%
3 Financials 8.13%
4 Consumer Discretionary 5.86%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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