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
$100M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$414K
3
+$413K
4
IBM icon
IBM
IBM
+$288K
5
BMY icon
Bristol-Myers Squibb
BMY
+$288K

Top Sells

1
+$419K
2
+$272K
3
+$246K
4
ADSK icon
Autodesk
ADSK
+$217K
5
QCOM icon
Qualcomm
QCOM
+$208K

Sector Composition

1 Financials 23.26%
2 Technology 18.68%
3 Consumer Discretionary 10.75%
4 Healthcare 8.59%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$879K 0.88%
24,705
+3,535
27
$851K 0.85%
1,001
-13
28
$836K 0.83%
2,676
-79
29
$825K 0.82%
17,400
+1,725
30
$797K 0.8%
13,916
-334
31
$770K 0.77%
1,649
+81
32
$749K 0.75%
+1,915
33
$719K 0.72%
1,629
34
$710K 0.71%
13,865
+2,135
35
$671K 0.67%
1,318
+209
36
$632K 0.63%
3,895
+585
37
$624K 0.62%
7,992
-730
38
$613K 0.61%
3,820
-40
39
$607K 0.61%
14,900
+4,330
40
$588K 0.59%
5,330
-175
41
$526K 0.53%
5,388
+2,547
42
$441K 0.44%
1,903
+2
43
$438K 0.44%
13,103
-55
44
$430K 0.43%
15,382
+1,902
45
$423K 0.42%
4,137
-739
46
$413K 0.41%
+3,676
47
$400K 0.4%
799
48
$398K 0.4%
6,174
+240
49
$377K 0.38%
11,697
+2,373
50
$372K 0.37%
3,715
1
2
3 4