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
$489M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.49M
3
+$4.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.59M
5
DAL icon
Delta Air Lines
DAL
+$628K

Top Sells

1
+$6.03M
2
+$5.79M
3
+$1.81M
4
MRK icon
Merck
MRK
+$1.33M
5
AMGN icon
Amgen
AMGN
+$716K

Sector Composition

1 Technology 15.46%
2 Financials 8.58%
3 Healthcare 8.51%
4 Consumer Discretionary 8.37%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.4M 10.72%
147,913
-5,120
2
$44.2M 9.04%
102,867
+10,434
3
$22.7M 4.64%
83,804
+2,036
4
$22.4M 4.57%
52,259
-302
5
$18.5M 3.79%
344,980
+111,750
6
$16.8M 3.44%
122,786
-3,968
7
$16.7M 3.42%
97,280
+1,500
8
$16.3M 3.33%
69,725
-1,020
9
$15.4M 3.15%
136,431
+4,240
10
$15.3M 3.14%
130,225
-75
11
$13.4M 2.73%
668,480
+10,360
12
$12.2M 2.5%
74,585
+231
13
$11.2M 2.29%
27,980
+292
14
$11.1M 2.28%
71,557
+1,419
15
$10.9M 2.23%
47,321
+340
16
$10.8M 2.21%
230,046
-4,362
17
$9.01M 1.84%
54,719
+498
18
$8.93M 1.82%
90,396
+16,059
19
$6.38M 1.31%
16,875
+546
20
$6.38M 1.3%
17,470
+369
21
$6.23M 1.27%
18,051
+416
22
$5.83M 1.19%
87,093
+4,761
23
$5.14M 1.05%
21,040
-24,671
24
$4.14M 0.85%
+211,289
25
$4.12M 0.84%
12,915
+1,147
1
2 3 4 5