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
$75.7M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$278K
3
+$213K
4
CLX icon
Clorox
CLX
+$209K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$127K

Top Sells

1
+$724K
2
+$720K
3
+$575K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$469K
5
NVDA icon
NVIDIA
NVDA
+$465K

Sector Composition

1 Financials 26.89%
2 Technology 16.81%
3 Consumer Discretionary 12.96%
4 Healthcare 10.77%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$681K 0.9%
20,528
+604
27
$665K 0.88%
1,679
-170
28
$663K 0.88%
12,243
-2,202
29
$652K 0.86%
18,933
+1,583
30
$639K 0.84%
1,562
-50
31
$598K 0.79%
11,920
-284
32
$589K 0.78%
15,765
-3,015
33
$569K 0.75%
25,236
-20,787
34
$563K 0.74%
6,170
+1,392
35
$513K 0.68%
5,615
-407
36
$454K 0.6%
13,530
+3,490
37
$384K 0.51%
10,178
+90
38
$378K 0.5%
+750
39
$359K 0.47%
2,404
+162
40
$353K 0.47%
7,975
-1,340
41
$346K 0.46%
4,422
+18
42
$339K 0.45%
3,295
+235
43
$333K 0.44%
4,010
-300
44
$318K 0.42%
5,882
45
$314K 0.41%
800
-1
46
$313K 0.41%
2,821
-125
47
$278K 0.37%
+3,016
48
$273K 0.36%
1,755
-69
49
$272K 0.36%
4,660
-25
50
$265K 0.35%
1,305
-35
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