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
$474M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$746K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$435K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$391K

Top Sells

1
+$1.72M
2
+$1.18M
3
+$912K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$453K
5
SNOW icon
Snowflake
SNOW
+$446K

Sector Composition

1 Technology 12.78%
2 Healthcare 9.54%
3 Financials 8.32%
4 Consumer Discretionary 6.13%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62M 13.08%
144,491
+3,166
2
$41.7M 8.78%
116,266
-955
3
$25.7M 5.43%
81,523
-406
4
$22.4M 4.72%
52,408
-118
5
$20.5M 4.33%
119,916
-491
6
$17.7M 3.74%
355,765
+4,415
7
$16.2M 3.41%
70,361
+185
8
$15.5M 3.26%
163,879
+2,484
9
$14.4M 3.03%
28,480
-521
10
$12.6M 2.66%
47,956
+679
11
$11.4M 2.4%
78,616
+530
12
$10.8M 2.28%
248,960
-1,090
13
$9.78M 2.06%
18,214
-3,202
14
$8.95M 1.89%
94,972
-709
15
$8.32M 1.75%
53,426
+383
16
$8.1M 1.71%
65,916
-1,492
17
$8.03M 1.69%
65,645
-9,689
18
$7.71M 1.62%
18,844
+403
19
$7.22M 1.52%
18,241
-175
20
$7.14M 1.51%
111,008
+258
21
$6.75M 1.42%
11,953
+203
22
$6.2M 1.31%
47,370
+2,414
23
$6.06M 1.28%
113,724
+4,461
24
$5.88M 1.24%
17,565
-526
25
$5.75M 1.21%
63,673
+2,533
1
2 3 4 5