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
$394M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.28M
3
+$857K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$608K
5
NVO icon
Novo Nordisk
NVO
+$302K

Top Sells

1
+$3.54M
2
+$818K
3
+$597K
4
GMAB icon
Genmab
GMAB
+$549K
5
GFS icon
GlobalFoundries
GFS
+$413K

Sector Composition

1 Technology 11.58%
2 Healthcare 11%
3 Financials 7.98%
4 Consumer Discretionary 6.48%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.7M 11.87%
130,194
+3,557
2
$32.1M 8.15%
120,055
-668
3
$19.5M 4.95%
83,702
+206
4
$17.8M 4.52%
49,777
+105
5
$17.2M 4.36%
391,605
+6,855
6
$16.6M 4.22%
120,275
-42
7
$13.8M 3.51%
27,386
+43
8
$13.7M 3.47%
156,779
+1,754
9
$12.4M 3.15%
69,869
+498
10
$10.7M 2.73%
46,547
+199
11
$9.21M 2.34%
101,313
-2,339
12
$8.79M 2.23%
75,128
-539
13
$8.47M 2.15%
51,855
+215
14
$8.15M 2.07%
77,982
+560
15
$7.63M 1.94%
95,993
+717
16
$6.89M 1.75%
17,849
+363
17
$6.26M 1.59%
118,905
-1,424
18
$6.08M 1.54%
63,519
+6,359
19
$5.93M 1.51%
18,328
+2,650
20
$5.19M 1.32%
18,254
+379
21
$5.17M 1.31%
10,948
+344
22
$5.16M 1.31%
17,947
+28
23
$4.81M 1.22%
29,446
+1,346
24
$4.78M 1.21%
110,553
-2,682
25
$4.7M 1.19%
44,927
-2,530
1
2 3 4 5