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
$110M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$376K
3
+$367K
4
TGT icon
Target
TGT
+$354K
5
GPN icon
Global Payments
GPN
+$345K

Top Sells

1
+$465K
2
+$304K
3
+$288K
4
JNJ icon
Johnson & Johnson
JNJ
+$271K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$250K

Sector Composition

1 Financials 24.14%
2 Technology 17.67%
3 Consumer Discretionary 11.16%
4 Healthcare 7.86%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.91%
2,486
-75
27
$940K 0.85%
1,904
+275
28
$917K 0.83%
13,915
-1
29
$856K 0.78%
966
-35
30
$853K 0.77%
21,792
+4,392
31
$850K 0.77%
2,637
-39
32
$813K 0.74%
18,097
+11,491
33
$810K 0.73%
1,915
34
$765K 0.69%
18,365
+3,465
35
$764K 0.69%
1,307
-11
36
$676K 0.61%
15,940
+2,075
37
$659K 0.6%
3,820
38
$659K 0.6%
4,016
+121
39
$656K 0.6%
5,534
+146
40
$645K 0.59%
4,732
+2,692
41
$636K 0.58%
8,150
+2,645
42
$625K 0.57%
5,329
-1
43
$614K 0.56%
7,217
-775
44
$551K 0.5%
47,205
+25,065
45
$535K 0.49%
15,236
+3,539
46
$517K 0.47%
1,905
+2
47
$510K 0.46%
13,438
+335
48
$499K 0.45%
853
-796
49
$447K 0.41%
3,537
-139
50
$445K 0.4%
15,382
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