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
$539M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.54M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.32M

Top Sells

1
+$1.66M
2
+$1.23M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.12M
5
DAL icon
Delta Air Lines
DAL
+$1M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 8.99%
3 Healthcare 8.39%
4 Financials 7.85%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.9M 10.56%
143,014
-3,082
2
$51.8M 9.62%
108,619
+2,657
3
$28M 5.19%
83,203
-117
4
$24.6M 4.56%
51,689
-163
5
$21.8M 4.04%
122,719
-3
6
$21.7M 4.02%
382,560
+24,080
7
$18.9M 3.51%
643,640
-15,510
8
$17.8M 3.31%
131,643
+1,283
9
$17.7M 3.29%
106,200
+500
10
$16.7M 3.1%
145,685
+5,908
11
$15.3M 2.85%
70,815
+1,312
12
$13.9M 2.59%
27,756
-349
13
$12.6M 2.35%
47,167
-340
14
$11.7M 2.17%
73,813
+1,209
15
$11.7M 2.16%
76,375
+1,259
16
$10.1M 1.87%
94,241
+1,065
17
$9.61M 1.78%
56,147
+716
18
$6.56M 1.22%
18,062
+145
19
$6.42M 1.19%
17,877
+332
20
$6.12M 1.14%
17,216
+120
21
$6.01M 1.11%
52,243
+9,466
22
$5.91M 1.1%
10,415
+266
23
$5.6M 1.04%
13,502
+343
24
$5.6M 1.04%
116,109
-4,773
25
$5.34M 0.99%
89,170
+983
1
2 3 4 5