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
$600M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.47M
3
+$1.33M
4
CI icon
Cigna
CI
+$876K
5
ORCL icon
Oracle
ORCL
+$836K

Top Sells

1
+$1.76M
2
+$956K
3
+$899K
4
UNH icon
UnitedHealth
UNH
+$530K
5
JNJ icon
Johnson & Johnson
JNJ
+$298K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.25%
3 Financials 7.82%
4 Consumer Staples 5.14%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.5M 13.58%
148,842
+785
2
$56.5M 9.42%
117,907
+553
3
$36.3M 6.05%
81,206
+100
4
$28.9M 4.82%
53,168
-208
5
$26.4M 4.4%
125,240
+997
6
$25.6M 4.27%
207,444
+2,144
7
$23M 3.84%
25,423
-178
8
$21.1M 3.51%
359,793
-745
9
$18.2M 3.03%
69,218
+27
10
$17.7M 2.96%
166,382
-689
11
$15.9M 2.65%
78,584
+143
12
$14.9M 2.48%
29,228
-1,040
13
$11.9M 1.98%
99,885
-2,430
14
$10.5M 1.74%
41,071
-6,915
15
$10.4M 1.73%
12,178
-65
16
$10.3M 1.72%
60,052
-626
17
$10.2M 1.7%
56,123
+2,165
18
$8.67M 1.44%
18,553
-9
19
$8.1M 1.35%
119,586
-270
20
$8.07M 1.35%
41,753
+3,116
21
$7.56M 1.26%
17,128
-172
22
$7.41M 1.24%
14,691
+6,580
23
$7.04M 1.17%
48,183
-2,041
24
$6.71M 1.12%
92,370
-4,084
25
$6.6M 1.1%
16,870
-344
1
2 3 4 5