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
$418M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.65M
3
+$2.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M

Top Sells

1
+$2.89M
2
+$2.83M
3
+$1.4M
4
CI icon
Cigna
CI
+$1.16M
5
SNY icon
Sanofi
SNY
+$1.13M

Sector Composition

1 Healthcare 10.68%
2 Technology 9.93%
3 Financials 8.6%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 12.31%
134,018
+3,824
2
$31.4M 7.5%
117,860
-2,195
3
$20.2M 4.82%
52,712
+2,935
4
$19.6M 4.68%
81,553
-2,149
5
$16.1M 3.84%
331,860
-59,745
6
$15.6M 3.73%
119,908
-367
7
$14.9M 3.55%
157,044
+265
8
$14.5M 3.48%
69,992
+123
9
$14.5M 3.47%
27,358
-28
10
$12.3M 2.94%
46,575
+28
11
$9.97M 2.38%
74,361
-3,621
12
$9.86M 2.36%
75,095
-33
13
$9.16M 2.19%
51,840
-15
14
$8.75M 2.09%
17,979
+130
15
$8.13M 1.94%
95,836
-157
16
$6.77M 1.62%
18,517
+189
17
$6.75M 1.61%
71,413
-29,900
18
$6.63M 1.58%
107,524
-11,381
19
$6.36M 1.52%
18,292
+38
20
$6.06M 1.45%
18,295
+348
21
$5.41M 1.29%
29,928
+482
22
$5.27M 1.26%
43,807
-1,120
23
$5.21M 1.25%
110,262
-291
24
$5.14M 1.23%
+38,006
25
$5.04M 1.21%
11,048
+100
1
2 3 4 5