WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+8.79%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$95.6M
AUM Growth
–
Cap. Flow
+$95.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$13M |
| 2 |
Amazon
AMZN
|
$5.92M |
| 3 |
Johnson & Johnson
JNJ
|
$5.22M |
| 4 |
Apple
AAPL
|
$4.78M |
| 5 |
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% |
