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
$427M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.16M
3
+$1.34M
4
AMGN icon
Amgen
AMGN
+$1.34M
5
BABA icon
Alibaba
BABA
+$944K

Top Sells

1
+$3.59M
2
+$977K
3
+$903K
4
XOM icon
Exxon Mobil
XOM
+$774K
5
NVO icon
Novo Nordisk
NVO
+$740K

Sector Composition

1 Technology 16.69%
2 Healthcare 10.02%
3 Consumer Discretionary 8.8%
4 Financials 8.38%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51M 11.96%
162,703
-11,437
2
$33.4M 7.84%
89,060
+794
3
$19.7M 4.62%
52,704
-662
4
$19.4M 4.54%
87,155
-392
5
$17.9M 4.19%
134,826
+420
6
$16.8M 3.95%
103,400
-1,980
7
$15.8M 3.7%
151,021
-5,009
8
$15M 3.52%
68,603
-2,479
9
$11.2M 2.63%
74,034
-154
10
$10.1M 2.38%
45,584
+9,692
11
$10.1M 2.36%
46,870
-218
12
$9.84M 2.31%
204,816
+14,298
13
$9.78M 2.29%
27,894
+335
14
$9.06M 2.12%
57,565
+1,201
15
$8.87M 2.08%
96,473
+5,705
16
$8.78M 2.06%
69,064
+1,921
17
$8.77M 2.06%
671,800
+9,880
18
$6.35M 1.49%
73,672
-2,182
19
$6.22M 1.46%
17,414
-1,353
20
$5.88M 1.38%
64,099
+876
21
$5.73M 1.34%
16,137
+579
22
$5.41M 1.27%
17,691
-304
23
$4.94M 1.16%
79,623
+2,731
24
$3.72M 0.87%
26,953
+62
25
$3.67M 0.86%
9,743
+367
1
2 3 4 5