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
$239M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.88M
3
+$5.75M
4
AAPL icon
Apple
AAPL
+$5.44M
5
AMZN icon
Amazon
AMZN
+$5.4M

Top Sells

1
+$256K
2
+$231K
3
+$145K
4
GPN icon
Global Payments
GPN
+$50.7K
5
MMM icon
3M
MMM
+$11.6K

Sector Composition

1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.83%
3,758
+1,854
27
$1.89M 0.79%
4,852
+2,366
28
$1.77M 0.74%
7,640
+3,820
29
$1.71M 0.72%
6,578
+3,941
30
$1.69M 0.71%
42,364
+24,267
31
$1.68M 0.7%
1,836
+870
32
$1.65M 0.69%
27,336
+13,421
33
$1.63M 0.68%
3,830
+1,915
34
$1.44M 0.6%
2,856
+1,549
35
$1.34M 0.56%
12,428
+5,211
36
$1.33M 0.56%
10,478
+5,149
37
$1.28M 0.54%
39,104
+17,312
38
$1.25M 0.52%
34,244
+15,879
39
$1.2M 0.5%
9,494
+4,762
40
$1.18M 0.49%
13,810
+5,660
41
$1.17M 0.49%
31,542
+25,101
42
$1.16M 0.49%
+20,160
43
$1.14M 0.48%
15,082
+7,227
44
$1.14M 0.48%
3,834
+1,929
45
$1.03M 0.43%
12,088
+5,999
46
$1.03M 0.43%
11,318
+5,784
47
$948K 0.4%
+44,820
48
$940K 0.39%
106,020
+58,815
49
$920K 0.38%
7,614
+3,598
50
$915K 0.38%
29,790
+14,554
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