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
$282M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.42M
3
+$1.88M
4
MTB icon
M&T Bank
MTB
+$754K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$543K

Top Sells

1
+$6.55M
2
+$3.98M
3
+$778K
4
QGEN icon
Qiagen
QGEN
+$370K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$330K

Sector Composition

1 Financials 9.04%
2 Industrials 6.17%
3 Consumer Staples 4.72%
4 Consumer Discretionary 4.39%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 9.59%
102,646
-298
2
$22.6M 8.02%
66,083
+61
3
$21.3M 7.58%
80,439
+12,890
4
$17.3M 6.15%
224,960
-717
5
$16.8M 5.98%
105,131
-2,060
6
$12.9M 4.58%
107,909
-470
7
$8.87M 3.15%
114,880
-928
8
$6.7M 2.38%
42,842
+813
9
$6.4M 2.27%
58,173
+303
10
$6.2M 2.2%
147,856
+3,644
11
$5.99M 2.13%
17,735
+601
12
$5.39M 1.91%
16,425
+14,241
13
$5.38M 1.91%
98,628
+612
14
$5.08M 1.8%
201,709
+21,574
15
$4.91M 1.74%
44,981
+955
16
$4.72M 1.68%
19,555
+93
17
$4.56M 1.62%
121,540
+2,745
18
$4.51M 1.6%
72,348
-12,492
19
$4.07M 1.44%
78,840
+2,500
20
$3.8M 1.35%
73,191
+2,236
21
$3.65M 1.3%
60,375
+3,914
22
$3.57M 1.27%
49,280
+4,820
23
$3.3M 1.17%
34,832
+1,685
24
$3.15M 1.12%
53,942
+2,284
25
$3M 1.06%
32,816
+1,623
1
2 3 4 5