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
$488M
AUM Growth
-$871K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.38M
3
+$1.33M
4
PG icon
Procter & Gamble
PG
+$1.04M
5
BIDU icon
Baidu
BIDU
+$940K

Top Sells

1
+$5.07M
2
+$4.14M
3
+$1.27M
4
VTRS icon
Viatris
VTRS
+$831K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$650K

Sector Composition

1 Technology 14.93%
2 Consumer Discretionary 9.59%
3 Financials 8.72%
4 Healthcare 8.18%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 10.71%
146,096
-1,817
2
$45.6M 9.35%
105,962
+3,095
3
$23.5M 4.81%
83,320
-484
4
$22.3M 4.56%
51,852
-407
5
$18.9M 3.86%
358,480
+13,500
6
$17.4M 3.56%
122,722
-64
7
$17.4M 3.56%
105,700
+8,420
8
$15.5M 3.17%
69,503
-222
9
$15.5M 3.17%
130,360
+135
10
$15.3M 3.13%
139,777
+3,346
11
$13.7M 2.8%
659,150
-9,330
12
$12.1M 2.49%
75,116
+531
13
$11.9M 2.43%
72,604
+1,047
14
$11.5M 2.35%
47,507
+186
15
$11M 2.25%
28,105
+125
16
$9.17M 1.88%
93,176
+2,780
17
$8.95M 1.83%
55,431
+712
18
$6.1M 1.25%
17,545
+75
19
$6.06M 1.24%
17,917
-134
20
$5.9M 1.21%
17,096
+221
21
$5.62M 1.15%
120,882
-109,164
22
$5.45M 1.12%
88,187
+1,094
23
$5.36M 1.1%
19,762
-1,278
24
$5.12M 1.05%
+42,777
25
$4.56M 0.93%
10,149
+21
1
2 3 4 5