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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.92M
3
+$5.22M
4
AAPL icon
Apple
AAPL
+$4.78M
5
TSLA icon
Tesla
TSLA
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.17%
2 Technology 18.06%
3 Consumer Discretionary 13.58%
4 Healthcare 9.15%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.15%
+36,955
27
$1.08M 1.13%
+27,575
28
$1M 1.05%
+2,815
29
$937K 0.98%
+2,609
30
$820K 0.86%
+25,964
31
$759K 0.79%
+6,587
32
$755K 0.79%
+25,476
33
$751K 0.79%
+1,581
34
$721K 0.75%
+3,203
35
$693K 0.72%
+22,929
36
$619K 0.65%
+20,449
37
$598K 0.63%
+9,589
38
$584K 0.61%
+9,700
39
$574K 0.6%
+11,898
40
$548K 0.57%
+9,264
41
$534K 0.56%
+942
42
$534K 0.56%
+7,019
43
$530K 0.55%
+3,238
44
$523K 0.55%
+17,712
45
$483K 0.51%
+3,510
46
$481K 0.5%
+32,716
47
$473K 0.49%
+18,614
48
$457K 0.48%
+3,735
49
$428K 0.45%
+754
50
$418K 0.44%
+3,014
1
2
3