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
$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
26
$1.04M 0.95%
23,400
-27,860
27
$987K 0.91%
1,801
-1,957
28
$969K 0.89%
21,362
-21,002
29
$937K 0.86%
16,406
-3,754
30
$827K 0.76%
13,441
-13,895
31
$803K 0.74%
849
-987
32
$793K 0.73%
2,165
-2,687
33
$750K 0.69%
15,770
-24,535
34
$725K 0.67%
19,377
-19,727
35
$684K 0.63%
4,085
-3,555
36
$680K 0.63%
8,061
-7,021
37
$668K 0.62%
14,334
-4,112
38
$649K 0.6%
1,514
+514
39
$612K 0.56%
1,168
-1,688
40
$611K 0.56%
5,199
-5,279
41
$594K 0.55%
14,952
-19,292
42
$539K 0.5%
5,169
-6,149
43
$513K 0.47%
1,909
-1,925
44
$504K 0.46%
50,545
-55,475
45
$488K 0.45%
19,230
-25,590
46
$479K 0.44%
11,746
+1,556
47
$479K 0.44%
6,065
-229
48
$460K 0.42%
6,486
-1,066
49
$444K 0.41%
993
-713
50
$434K 0.4%
3,942
-5,552
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