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
$509M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.21M
3
+$3.68M
4
NVRO
NEVRO CORP.
NVRO
+$1.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$11.1M
2
+$1.8M
3
+$1.63M
4
LLY icon
Eli Lilly
LLY
+$1.45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$901K

Sector Composition

1 Technology 15.51%
2 Healthcare 8.87%
3 Financials 7.8%
4 Consumer Discretionary 6.25%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 10.4%
116,720
+8,101
2
$50.9M 10%
140,528
-2,486
3
$26.1M 5.13%
84,734
+1,531
4
$23.3M 4.57%
51,587
-102
5
$21.6M 4.24%
123,732
+1,013
6
$21M 4.13%
392,145
+9,585
7
$17.9M 3.51%
655,450
+11,810
8
$17M 3.34%
157,846
+12,161
9
$15.7M 3.09%
71,002
+187
10
$14.6M 2.86%
118,388
-13,255
11
$14.3M 2.82%
28,137
+381
12
$11.7M 2.29%
47,243
+76
13
$10.3M 2.01%
75,219
+1,406
14
$10.1M 1.99%
77,813
+1,438
15
$9.76M 1.92%
96,684
+2,443
16
$9.72M 1.91%
54,821
-1,326
17
$8.55M 1.68%
122,940
+69,993
18
$7.88M 1.55%
17,860
+644
19
$7.14M 1.4%
51,360
+30,260
20
$6.45M 1.27%
18,038
+161
21
$6.36M 1.25%
18,343
+281
22
$6.22M 1.22%
10,807
+392
23
$6.21M 1.22%
38,100
-68,100
24
$5.79M 1.14%
116,664
+555
25
$5.56M 1.09%
55,613
+3,370
1
2 3 4 5