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
$79.6M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$329K
3
+$268K
4
CRM icon
Salesforce
CRM
+$268K
5
MMM icon
3M
MMM
+$257K

Top Sells

1
+$921K
2
+$518K
3
+$465K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$301K

Sector Composition

1 Financials 23.48%
2 Technology 17.95%
3 Consumer Discretionary 12.04%
4 Healthcare 10.69%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.96%
9,177
+177
27
$721K 0.91%
1,984
-142
28
$699K 0.88%
17,143
+4,385
29
$669K 0.84%
2,766
+236
30
$660K 0.83%
9,621
+330
31
$639K 0.8%
11,510
+482
32
$550K 0.69%
6,042
-85
33
$541K 0.68%
14,249
+3,272
34
$541K 0.68%
6,709
+455
35
$493K 0.62%
993
+199
36
$484K 0.61%
1,255
37
$437K 0.55%
9,312
+2,921
38
$430K 0.54%
6,700
+210
39
$411K 0.52%
18,926
-13,844
40
$404K 0.51%
4,124
+405
41
$403K 0.51%
8,193
-825
42
$384K 0.48%
1,810
-2,441
43
$380K 0.48%
3,750
-145
44
$379K 0.48%
3,565
-30
45
$368K 0.46%
12,396
-2,791
46
$367K 0.46%
2,223
-235
47
$341K 0.43%
1,114
-190
48
$331K 0.42%
2,598
+120
49
$329K 0.41%
+8,113
50
$323K 0.41%
10,399
-5,251
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