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
$385M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.73M
3
+$1.6M
4
BABA icon
Alibaba
BABA
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$730K

Top Sells

1
+$2.97M
2
+$1.27M
3
+$579K
4
NVS icon
Novartis
NVS
+$557K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$443K

Sector Composition

1 Technology 16.89%
2 Healthcare 9.99%
3 Consumer Discretionary 8.51%
4 Financials 8.18%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.4M 12.56%
174,140
-4,576
2
$29.7M 7.7%
88,266
+2,172
3
$18.4M 4.78%
87,547
+349
4
$17.9M 4.64%
53,366
-555
5
$16.6M 4.31%
105,380
-560
6
$15.6M 4.04%
134,406
-4,998
7
$14.4M 3.73%
156,030
-1,648
8
$14.2M 3.69%
71,082
+1,899
9
$10.3M 2.68%
47,088
-117
10
$10M 2.61%
74,188
-233
11
$9.02M 2.34%
35,892
+845
12
$8.96M 2.33%
661,920
+127,520
13
$8.88M 2.31%
190,518
+14,049
14
$8.59M 2.23%
27,559
+1,224
15
$8.39M 2.18%
56,364
+10,752
16
$6.46M 1.68%
67,143
+419
17
$6.38M 1.66%
90,768
+9,288
18
$6.35M 1.65%
18,767
-551
19
$5.96M 1.55%
15,558
-551
20
$5.73M 1.49%
75,854
+348
21
$5.18M 1.35%
63,223
+21,755
22
$4.99M 1.3%
17,995
-70
23
$4.06M 1.05%
76,892
-3,905
24
$3.62M 0.94%
26,891
+488
25
$3.33M 0.86%
9,376
+755
1
2 3 4 5