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
SLV icon
26
iShares Silver Trust
SLV
$29.3B
$1.17M 0.92%
27,709
+6,777
AMGN icon
27
Amgen
AMGN
$182B
$1.13M 0.89%
3,995
+11
VZ icon
28
Verizon
VZ
$173B
$1.01M 0.79%
22,933
+2,295
JEPI icon
29
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$994K 0.78%
17,401
-1,522
MA icon
30
Mastercard
MA
$493B
$980K 0.77%
1,723
-18
HD icon
31
Home Depot
HD
$360B
$874K 0.69%
2,158
+3
ARKK icon
32
ARK Innovation ETF
ARKK
$7.62B
$840K 0.66%
9,737
-4,596
IJR icon
33
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$834K 0.66%
7,015
-2,699
SCHG icon
34
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$820K 0.65%
+25,700
GPIX icon
35
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.33B
$739K 0.58%
14,158
-1,202
IWP icon
36
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$727K 0.57%
5,106
-63
DVN icon
37
Devon Energy
DVN
$23.8B
$694K 0.55%
19,807
-1,420
ICF icon
38
iShares Select U.S. REIT ETF
ICF
$1.9B
$683K 0.54%
11,088
-1,808
XOM icon
39
Exxon Mobil
XOM
$494B
$656K 0.52%
5,818
+827
CEG icon
40
Constellation Energy
CEG
$112B
$644K 0.51%
1,957
-219
AXP icon
41
American Express
AXP
$251B
$641K 0.51%
1,931
+2
APLD icon
42
Applied Digital
APLD
$7.87B
$636K 0.5%
+27,726
COST icon
43
Costco
COST
$406B
$603K 0.47%
651
-160
SQM icon
44
Sociedad Química y Minera de Chile
SQM
$18.3B
$600K 0.47%
13,957
-1,170
DIVO icon
45
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.63B
$580K 0.46%
13,017
-460
PYPL icon
46
PayPal
PYPL
$59.1B
$545K 0.43%
8,130
+1,067
AMD icon
47
Advanced Micro Devices
AMD
$358B
$509K 0.4%
3,149
-713
UPS icon
48
United Parcel Service
UPS
$81.7B
$454K 0.36%
5,431
+784
IAU icon
49
iShares Gold Trust
IAU
$65.9B
$439K 0.35%
6,039
+2,698
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$429K 0.34%
5,373
-524
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