WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
-1.93%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$92.5M
AUM Growth
+$92.5M
(-3.3%)
Cap. Flow
+$312K
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
53.41%
Holding
75
New
3
Increased
26
Reduced
35
Closed
5
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.45M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$659K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$497K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$434K |
| 5 |
Palantir
PLTR
|
$152K |
Top Sells
| 1 |
First Trust Value Line Dividend Fund
FVD
|
$484K |
| 2 |
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
|
$359K |
| 3 |
Sony
SONY
|
$222K |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$211K |
| 5 |
Boeing
BA
|
$205K |
Sector Composition
| 1 | Financials | 22.03% |
| 2 | Technology | 16.91% |
| 3 | Consumer Discretionary | 13.37% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.79% |
