WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $127M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$636K
3
+$351K
4
HUBS icon
HubSpot
HUBS
+$327K
5
SLV icon
iShares Silver Trust
SLV
+$287K

Top Sells

1
+$476K
2
+$428K
3
+$410K
4
ARKK icon
ARK Innovation ETF
ARKK
+$397K
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$327K

Sector Composition

1 Financials 22.39%
2 Technology 20.98%
3 Consumer Discretionary 12.19%
4 Communication Services 6.63%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$22.4M 17.63%
44,528
+298
NVDA icon
2
NVIDIA
NVDA
$4.38T
$9.2M 7.25%
49,326
-2,296
TSLA icon
3
Tesla
TSLA
$1.43T
$7.44M 5.86%
16,736
-341
BITB icon
4
Bitwise Bitcoin ETF
BITB
$3.27B
$5.58M 4.4%
89,759
-5,249
AAPL icon
5
Apple
AAPL
$4.13T
$5.3M 4.17%
20,797
-1,126
AMZN icon
6
Amazon
AMZN
$2.51T
$5.07M 3.99%
23,083
-1,472
JNJ icon
7
Johnson & Johnson
JNJ
$497B
$4.8M 3.78%
25,911
-573
MSFT icon
8
Microsoft
MSFT
$3.64T
$4.21M 3.32%
8,129
-184
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.84T
$3.79M 2.98%
15,589
-667
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.84T
$3.28M 2.58%
13,469
-51
MOAT icon
11
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$2.36M 1.86%
23,851
-4,132
BX icon
12
Blackstone
BX
$114B
$2.24M 1.77%
13,136
-1,677
LRCX icon
13
Lam Research
LRCX
$196B
$2.18M 1.72%
16,306
-654
GBTC icon
14
Grayscale Bitcoin Trust
GBTC
$34B
$2.12M 1.67%
23,589
-95
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$71.1B
$2.08M 1.63%
76,037
-8,289
VUG icon
16
Vanguard Growth ETF
VUG
$201B
$2.02M 1.59%
4,203
-17
DIA icon
17
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$1.69M 1.33%
3,645
MELI icon
18
Mercado Libre
MELI
$106B
$1.63M 1.28%
698
-49
SPGP icon
19
Invesco S&P 500 GARP ETF
SPGP
$2.45B
$1.47M 1.16%
12,973
-2,126
V icon
20
Visa
V
$642B
$1.43M 1.13%
4,189
-369
COWZ icon
21
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$1.33M 1.05%
23,137
-4,082
SPY icon
22
SPDR S&P 500 ETF Trust
SPY
$699B
$1.32M 1.04%
1,988
-438
PLTR icon
23
Palantir
PLTR
$402B
$1.27M 1%
6,956
-1,340
AVGO icon
24
Broadcom
AVGO
$1.85T
$1.26M 0.99%
3,828
-247
EMQQ icon
25
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$380M
$1.22M 0.96%
26,256
-3,899
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