KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 13.77%
163,446
+4,329
2
$66.1M 8.96%
119,740
+287
3
$55.5M 7.53%
111,539
-2,067
4
$45.3M 6.14%
73,288
+17,828
5
$34M 4.62%
215,471
+1,318
6
$27.5M 3.73%
133,940
-1,005
7
$26.4M 3.58%
74,303
-11
8
$23.9M 3.24%
385,633
+145
9
$23.2M 3.14%
79,918
-119
10
$20.7M 2.81%
189,442
+312
11
$16.3M 2.22%
22,126
+523
12
$13.7M 1.85%
26,830
+16,261
13
$13.3M 1.8%
60,520
+3,889
14
$12.9M 1.75%
95,611
-979
15
$12.9M 1.75%
16,538
-8,830
16
$12.8M 1.73%
12,892
+33
17
$12.7M 1.73%
130,338
+703
18
$12.4M 1.68%
70,294
+513
19
$11M 1.49%
55,609
-677
20
$10.3M 1.4%
14,804
+294
21
$9.59M 1.3%
17,058
+244
22
$8.11M 1.1%
27,755
-1,438
23
$8.04M 1.09%
17,352
-181
24
$7.31M 0.99%
33,444
-1,190
25
$7.24M 0.98%
16,427
-139
1
2 3 4 5