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
$72.4M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$358K
3
+$338K
4
AMP icon
Ameriprise Financial
AMP
+$274K
5
QTJA icon
Innovator Growth Accelerated Plus ETF January
QTJA
+$234K

Top Sells

1
+$1.02M
2
+$379K
3
+$309K
4
SHOP icon
Shopify
SHOP
+$260K
5
MCO icon
Moody's
MCO
+$240K

Sector Composition

1 Financials 22.5%
2 Technology 15.43%
3 Healthcare 11.64%
4 Consumer Discretionary 11.27%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$809K 1.12%
2,951
+40
27
$775K 1.07%
1,217
+44
28
$721K 1%
2,286
+40
29
$692K 0.96%
24,657
-6,248
30
$677K 0.94%
2,781
-80
31
$581K 0.8%
9,555
+1,027
32
$566K 0.78%
7,347
-802
33
$544K 0.75%
8,856
+150
34
$520K 0.72%
6,562
35
$520K 0.72%
17,873
-3,016
36
$508K 0.7%
18,254
-840
37
$457K 0.63%
16,931
-101
38
$454K 0.63%
19,733
-3,420
39
$450K 0.62%
1,229
40
$447K 0.62%
3,113
+47
41
$439K 0.61%
8,785
-434
42
$430K 0.59%
10,608
43
$397K 0.55%
829
+15
44
$393K 0.54%
14,365
-150
45
$374K 0.52%
3,687
-48
46
$341K 0.47%
2,458
47
$318K 0.44%
12,914
-718
48
$309K 0.43%
522
-15
49
$306K 0.42%
2,393
+125
50
$290K 0.4%
5,970
+50
1
2
3