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
$453M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.34M
3
+$1.28M
4
CI icon
Cigna
CI
+$834K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$764K

Top Sells

1
+$759K
2
+$663K
3
+$537K
4
CRM icon
Salesforce
CRM
+$399K
5
NVRO
NEVRO CORP.
NVRO
+$318K

Sector Composition

1 Technology 11.87%
2 Healthcare 9.46%
3 Financials 8.21%
4 Consumer Discretionary 6.34%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.4M 12.47%
137,285
+3,267
2
$37.6M 8.31%
117,256
-604
3
$23.6M 5.2%
81,697
+144
4
$21.6M 4.77%
52,761
+49
5
$19.8M 4.37%
120,043
+135
6
$17M 3.75%
339,020
+7,160
7
$15.7M 3.47%
69,707
-285
8
$15.3M 3.38%
158,430
+1,386
9
$13.7M 3.02%
28,919
+1,561
10
$13M 2.88%
46,652
+77
11
$9.94M 2.2%
76,258
+1,897
12
$9.71M 2.15%
75,190
+95
13
$8.7M 1.92%
96,125
+289
14
$8.55M 1.89%
18,089
+110
15
$8.09M 1.79%
52,195
+355
16
$7.97M 1.76%
69,937
-1,476
17
$7.64M 1.69%
22,239
+3,722
18
$7.27M 1.61%
108,687
+1,163
19
$6.83M 1.51%
245,710
+7,780
20
$6.67M 1.47%
18,346
+54
21
$6.27M 1.39%
44,201
+394
22
$6.14M 1.36%
18,460
+165
23
$5.59M 1.24%
11,252
+204
24
$5.54M 1.22%
30,409
+481
25
$5.4M 1.19%
109,875
-387
1
2 3 4 5