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
$320M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.27M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$1.29M
5
MA icon
Mastercard
MA
+$794K

Top Sells

1
+$3.36M
2
+$1.42M
3
+$592K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$555K
5
GS icon
Goldman Sachs
GS
+$554K

Sector Composition

1 Financials 8.69%
2 Technology 6.31%
3 Industrials 6.09%
4 Consumer Discretionary 5.91%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.7M 9.29%
102,103
-1,065
2
$27.2M 8.51%
92,976
+4,448
3
$23.4M 7.31%
63,712
-1,171
4
$20.5M 6.43%
235,553
+2,910
5
$18.9M 5.92%
101,861
-2,989
6
$15.2M 4.74%
100,957
-9,465
7
$9.75M 3.05%
172,644
+22,864
8
$9.73M 3.04%
116,356
+306
9
$9.64M 3.01%
96,220
-440
10
$7.29M 2.28%
43,602
+179
11
$7.13M 2.23%
19,165
+480
12
$6.7M 2.1%
59,373
+183
13
$6.32M 1.98%
18,260
+327
14
$5.9M 1.84%
101,300
+964
15
$5.69M 1.78%
141,480
+13,315
16
$5.39M 1.69%
20,370
+379
17
$5.35M 1.67%
88,774
+8,993
18
$5.19M 1.62%
208,351
+1,633
19
$4.72M 1.48%
79,160
-1,660
20
$4.34M 1.36%
37,924
+1,623
21
$4.33M 1.35%
+27,205
22
$4.27M 1.34%
+11,413
23
$4.13M 1.29%
61,951
-407
24
$3.9M 1.22%
14,670
+788
25
$3.03M 0.95%
50,985
+5,107
1
2 3 4 5