WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 28.25%
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$659K
3
+$497K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$434K
5
PLTR icon
Palantir
PLTR
+$152K

Top Sells

1
+$484K
2
+$359K
3
+$222K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$211K
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.11%
27,137
-438
27
$977K 1.06%
9,365
28
$934K 1.01%
30,905
-6,050
29
$871K 0.94%
2,911
-82
30
$803K 0.87%
2,246
-363
31
$692K 0.75%
2,861
-342
32
$659K 0.71%
6,562
-25
33
$659K 0.71%
+25,074
34
$646K 0.7%
20,889
-5,075
35
$606K 0.66%
8,528
+1,509
36
$595K 0.64%
8,149
-1,440
37
$586K 0.63%
23,153
-2,323
38
$570K 0.62%
19,094
-1,355
39
$560K 0.61%
1,229
+287
40
$527K 0.57%
10,608
-1,290
41
$521K 0.56%
9,219
-45
42
$508K 0.55%
17,032
-5,897
43
$497K 0.54%
+3,066
44
$468K 0.51%
814
+60
45
$460K 0.5%
2,458
-780
46
$447K 0.48%
3,735
47
$423K 0.46%
14,515
-3,197
48
$379K 0.41%
1,012
+42
49
$375K 0.41%
537
+20
50
$373K 0.4%
5,920
-100
1
2
3