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
$187M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$429K
3
+$414K
4
META icon
Meta Platforms (Facebook)
META
+$282K
5
AEP icon
American Electric Power
AEP
+$229K

Top Sells

1
+$1.32M
2
+$1.25M
3
+$1.25M
4
NVRO
NEVRO CORP.
NVRO
+$645K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$278K

Sector Composition

1 Consumer Staples 7.56%
2 Communication Services 7.27%
3 Healthcare 6.77%
4 Financials 6.59%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 11.91%
106,588
-1,329
2
$18.7M 9.95%
68,545
-553
3
$11.6M 6.18%
107,907
-2,278
4
$9.9M 5.28%
170,466
-1,438
5
$8.29M 4.42%
111,746
-2,047
6
$6.64M 3.54%
103,692
-434
7
$6.63M 3.54%
70,700
-689
8
$5.15M 2.75%
74,656
-1,193
9
$5.05M 2.69%
23,997
+531
10
$4.94M 2.64%
19,912
+362
11
$4.8M 2.56%
39,908
-1,354
12
$4.63M 2.47%
141,938
+631
13
$4.45M 2.37%
38,948
+2,469
14
$4.18M 2.23%
39,478
+743
15
$3.76M 2.01%
89,084
-896
16
$3.34M 1.78%
4,211
-25
17
$3.19M 1.7%
26,629
-353
18
$2.23M 1.19%
31,304
+221
19
$2.21M 1.18%
12,345
-234
20
$2.21M 1.18%
63,740
-420
21
$2.1M 1.12%
17,111
+188
22
$1.85M 0.99%
29,853
+785
23
$1.85M 0.99%
61,845
+3,265
24
$1.81M 0.96%
7,818
-1,092
25
$1.8M 0.96%
11,910
+3,055
1
2 3 4 5