WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
-3.79%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$69.9M
AUM Growth
-$2.53M
(-3.5%)
Cap. Flow
+$575K
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
54.06%
Holding
67
New
4
Increased
25
Reduced
25
Closed
5
Top Buys
| 1 |
Pfizer
PFE
|
$580K |
| 2 |
ARK Innovation ETF
ARKK
|
$520K |
| 3 |
Abbott
ABT
|
$369K |
| 4 |
Moderna
MRNA
|
$264K |
| 5 |
Netflix
NFLX
|
$235K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$566K |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$309K |
| 3 |
Salesforce
CRM
|
$229K |
| 4 |
Blackrock
BLK
|
$220K |
| 5 |
Invesco QQQ Trust
QQQ
|
$200K |
Sector Composition
| 1 | Financials | 22.44% |
| 2 | Technology | 14.32% |
| 3 | Consumer Discretionary | 13.1% |
| 4 | Healthcare | 11.64% |
| 5 | Communication Services | 6.94% |
