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
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$220K
3
+$63.4K

Top Sells

1
+$23.8M
2
+$5.27M
3
+$4.95M
4
AAPL icon
Apple
AAPL
+$4.9M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.77M

Sector Composition

1 Financials 26.97%
2 Technology 17.5%
3 Consumer Discretionary 10.62%
4 Healthcare 6.63%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
26
Enbridge
ENB
$102B
$1.04M 0.95%
23,400
-27,860
MA icon
27
Mastercard
MA
$507B
$987K 0.91%
1,801
-1,957
VZ icon
28
Verizon
VZ
$170B
$969K 0.89%
21,362
-21,002
JEPI icon
29
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
$937K 0.86%
16,406
-3,754
ICF icon
30
iShares Select U.S. REIT ETF
ICF
$1.93B
$827K 0.76%
13,441
-13,895
COST icon
31
Costco
COST
$412B
$803K 0.74%
849
-987
HD icon
32
Home Depot
HD
$389B
$793K 0.73%
2,165
-2,687
ARKK icon
33
ARK Innovation ETF
ARKK
$8.95B
$750K 0.69%
15,770
-24,535
DVN icon
34
Devon Energy
DVN
$20.1B
$725K 0.67%
19,377
-19,727
AVGO icon
35
Broadcom
AVGO
$1.64T
$684K 0.63%
4,085
-3,555
PLTR icon
36
Palantir
PLTR
$421B
$680K 0.63%
8,061
-7,021
GPIX icon
37
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.62B
$668K 0.62%
14,334
-4,112
SNPS icon
38
Synopsys
SNPS
$81.9B
$649K 0.6%
1,514
+514
UNH icon
39
UnitedHealth
UNH
$320B
$612K 0.56%
1,168
-1,688
IWP icon
40
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$611K 0.56%
5,199
-5,279
SQM icon
41
Sociedad Química y Minera de Chile
SQM
$12.4B
$594K 0.55%
14,952
-19,292
CCI icon
42
Crown Castle
CCI
$42.4B
$539K 0.5%
5,169
-6,149
AXP icon
43
American Express
AXP
$240B
$513K 0.47%
1,909
-1,925
VALE icon
44
Vale
VALE
$47.2B
$504K 0.46%
50,545
-55,475
SONY icon
45
Sony
SONY
$173B
$488K 0.45%
19,230
-25,590
DIVO icon
46
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.16B
$479K 0.44%
11,746
+1,556
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$479K 0.44%
6,065
-229
NEE icon
48
NextEra Energy
NEE
$174B
$460K 0.42%
6,486
-1,066
LMT icon
49
Lockheed Martin
LMT
$115B
$444K 0.41%
993
-713
UPS icon
50
United Parcel Service
UPS
$72.3B
$434K 0.4%
3,942
-5,552
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