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
$378M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$702K
3
+$628K
4
JD icon
JD.com
JD
+$500K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$480K

Top Sells

1
+$1.33M
2
+$624K
3
+$605K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$387K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 9.93%
2 Technology 8.48%
3 Healthcare 5.98%
4 Consumer Discretionary 5.87%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37M 9.79%
114,427
+1,942
2
$31.2M 8.27%
97,090
-1,940
3
$22.4M 5.92%
266,867
+3,141
4
$21.9M 5.81%
58,447
-1,612
5
$19.8M 5.25%
93,306
-1,820
6
$18.4M 4.88%
98,103
-1,283
7
$13.8M 3.65%
87,370
+842
8
$11.6M 3.07%
281,470
+17,065
9
$11.3M 3%
156,253
+6,619
10
$9.86M 2.61%
134,252
+1,700
11
$9.84M 2.6%
106,500
+2,300
12
$9.57M 2.53%
112,148
-3,170
13
$9.27M 2.45%
66,492
+711
14
$9.25M 2.45%
46,821
-102
15
$7.78M 2.06%
26,459
-1,168
16
$6.99M 1.85%
21,466
+1,316
17
$6.92M 1.83%
42,540
+706
18
$6.76M 1.79%
17,351
-291
19
$6.12M 1.62%
102,820
-2,432
20
$5.73M 1.52%
19,203
+105
21
$5.63M 1.49%
77,441
-788
22
$5.5M 1.45%
19,286
-418
23
$3.9M 1.03%
72,499
-1,259
24
$3.4M 0.9%
75,605
+68,391
25
$3.38M 0.89%
26,429
+227
1
2 3 4 5