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
$446M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.88M
3
+$1.34M
4
WMT icon
Walmart
WMT
+$1.34M
5
PDD icon
Pinduoduo
PDD
+$670K

Top Sells

1
+$3.09M
2
+$2.19M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.84%
2 Healthcare 9.53%
3 Financials 8.59%
4 Consumer Discretionary 8.32%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 10.96%
153,033
-9,670
2
$36.8M 8.25%
92,433
+3,373
3
$20.8M 4.67%
52,561
-143
4
$19.3M 4.33%
81,768
-5,387
5
$15.5M 3.47%
126,754
-8,072
6
$15M 3.36%
70,745
+2,142
7
$14.8M 3.33%
95,780
-7,620
8
$14.3M 3.22%
132,191
+35,718
9
$13.8M 3.1%
130,300
-20,721
10
$12.1M 2.72%
233,230
+194,860
11
$11.2M 2.51%
74,354
+320
12
$10.7M 2.4%
70,138
+1,074
13
$10.6M 2.38%
234,408
+29,592
14
$10.5M 2.36%
46,981
+111
15
$10.3M 2.31%
27,688
-206
16
$9.69M 2.17%
45,711
+127
17
$8.91M 2%
54,221
-3,344
18
$8.79M 1.97%
658,120
-13,680
19
$6.81M 1.53%
74,337
+665
20
$6.09M 1.37%
17,101
-313
21
$6.03M 1.35%
16,329
+192
22
$5.82M 1.31%
17,635
-56
23
$5.3M 1.19%
82,332
+2,709
24
$5.1M 1.14%
64,989
+890
25
$3.59M 0.81%
11,768
+340
1
2 3 4 5