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
$349M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.13M
3
+$893K
4
PYPL icon
PayPal
PYPL
+$862K
5
BA icon
Boeing
BA
+$696K

Top Sells

1
+$1.24M
2
+$490K
3
+$419K
4
ORCL icon
Oracle
ORCL
+$308K
5
BMY icon
Bristol-Myers Squibb
BMY
+$229K

Sector Composition

1 Financials 10.06%
2 Technology 7.8%
3 Consumer Discretionary 6.21%
4 Healthcare 5.79%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 9.63%
112,485
+8,627
2
$29.4M 8.43%
99,030
-365
3
$21.2M 6.07%
60,059
-441
4
$20.5M 5.89%
263,726
+6,910
5
$18M 5.15%
95,126
-818
6
$17.1M 4.9%
99,386
+1,383
7
$12M 3.45%
86,528
+1,779
8
$10.2M 2.93%
264,405
+23,100
9
$10.1M 2.89%
46,923
+1,148
10
$9.54M 2.74%
149,634
+5,320
11
$9.22M 2.64%
115,318
+2,670
12
$9.04M 2.59%
104,200
+3,020
13
$7.74M 2.22%
65,781
+3,032
14
$7.67M 2.2%
20,150
+1,830
15
$7.42M 2.13%
132,552
+4,496
16
$6.88M 1.97%
17,642
+250
17
$6.21M 1.78%
41,834
+2,217
18
$6M 1.72%
27,627
+448
19
$5.89M 1.69%
105,252
+3,016
20
$5.3M 1.52%
19,704
-343
21
$5.25M 1.51%
78,229
+5,715
22
$5.19M 1.49%
19,098
+1,336
23
$3.62M 1.04%
73,758
+3,769
24
$3.34M 0.96%
26,202
+273
25
$3.07M 0.88%
22,388
+426
1
2 3 4 5