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
$96.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.55M
3
+$234K
4
META icon
Meta Platforms (Facebook)
META
+$209K
5
UNH icon
UnitedHealth
UNH
+$178K

Top Sells

1
+$1.17M
2
+$264K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$223K
5
SHOP icon
Shopify
SHOP
+$207K

Sector Composition

1 Financials 25.39%
2 Technology 16.55%
3 Consumer Discretionary 10.45%
4 Healthcare 9.24%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$822K 0.85%
14,250
+13
27
$787K 0.82%
15,675
+2,105
28
$784K 0.82%
1,629
-50
29
$783K 0.81%
2,755
-103
30
$766K 0.8%
21,170
+2,410
31
$743K 0.77%
1,014
-215
32
$733K 0.76%
11,730
+243
33
$727K 0.75%
8,722
-1,157
34
$713K 0.74%
1,568
-4
35
$628K 0.65%
5,505
36
$597K 0.62%
3,310
37
$562K 0.58%
13,158
+125
38
$549K 0.57%
1,109
+359
39
$520K 0.54%
10,570
+1,970
40
$512K 0.53%
3,860
-50
41
$502K 0.52%
5,934
-1,275
42
$473K 0.49%
2,791
43
$433K 0.45%
1,901
-383
44
$432K 0.45%
4,876
+125
45
$419K 0.44%
4,809
46
$411K 0.43%
11,736
-4,910
47
$384K 0.4%
799
-1
48
$378K 0.39%
8,949
-2,563
49
$376K 0.39%
13,851
-1,485
50
$374K 0.39%
13,480
+4
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2
3 4