KWMG

King Wealth Management Group Portfolio holdings

AUM $737M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.51M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.8M

Top Sells

1
+$3.92M
2
+$577K
3
+$540K
4
IBM icon
IBM
IBM
+$523K
5
PANW icon
Palo Alto Networks
PANW
+$446K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.02%
3 Consumer Staples 6.62%
4 Communication Services 6.52%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 12.19%
108,365
+12,284
2
$17.7M 9.76%
69,669
+9,897
3
$12.4M 6.85%
111,038
+16,135
4
$8.8M 4.85%
113,430
+1,104
5
$6.71M 3.7%
121,840
+1,632
6
$6.49M 3.58%
57,576
-327
7
$6.11M 3.37%
104,210
+422
8
$4.69M 2.59%
39,695
-426
9
$4.27M 2.36%
73,370
-916
10
$4.13M 2.28%
20,141
+2,261
11
$4.05M 2.23%
18,633
+3,508
12
$3.78M 2.08%
37,788
+1,067
13
$3.61M 1.99%
89,604
+56
14
$3.3M 1.82%
31,375
+557
15
$3.19M 1.76%
4,305
-1
16
$3.13M 1.73%
138,318
+8,184
17
$3.07M 1.69%
29,337
+24,781
18
$2.54M 1.4%
27,320
-137
19
$2.4M 1.33%
7,698
+3
20
$2.38M 1.31%
62,760
+54,920
21
$2.25M 1.24%
41,462
+619
22
$2.2M 1.21%
12,639
-46
23
$1.92M 1.06%
16,813
+506
24
$1.89M 1.04%
42,048
+89
25
$1.8M 0.99%
31,170
+21
1
2 3 4 5