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
$269M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.94M
3
+$577K
4
AMZN icon
Amazon
AMZN
+$395K
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$577K
4
CBRL icon
Cracker Barrel
CBRL
+$251K
5
AAOI icon
Applied Optoelectronics
AAOI
+$226K

Sector Composition

1 Financials 8.28%
2 Communication Services 7.28%
3 Consumer Staples 5.26%
4 Industrials 4.45%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 9.63%
103,163
+2
2
$21.4M 7.96%
65,594
-412
3
$16.5M 6.14%
222,547
+343
4
$16M 5.95%
63,253
+11,625
5
$15.6M 5.8%
107,186
-392
6
$11.5M 4.28%
109,322
-482
7
$8.48M 3.15%
111,080
+1,310
8
$7.26M 2.7%
42,499
+1,523
9
$6.94M 2.58%
84,606
-2,156
10
$6.59M 2.45%
42,039
+282
11
$5.53M 2.06%
57,912
+1,699
12
$5.5M 2.05%
142,840
+102,124
13
$5.37M 2%
84,691
+2,496
14
$5.24M 1.95%
16,875
+455
15
$4.97M 1.85%
44,596
+436
16
$4.89M 1.82%
96,668
+636
17
$4.59M 1.71%
155,043
-816
18
$4.26M 1.58%
19,025
+1,098
19
$4.1M 1.52%
114,600
-195
20
$3.96M 1.47%
152,009
+22,167
21
$3.63M 1.35%
75,620
+1,960
22
$3.24M 1.2%
70,137
+2,687
23
$3.16M 1.18%
54,868
+2,491
24
$2.89M 1.07%
32,536
-14,269
25
$2.76M 1.03%
48,678
-1,375
1
2 3 4 5