WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$384K
3
+$310K
4
LYB icon
LyondellBasell Industries
LYB
+$287K
5
ICLR icon
Icon
ICLR
+$255K

Top Sells

1
+$636K
2
+$612K
3
+$539K
4
V icon
Visa
V
+$280K
5
NVDA icon
NVIDIA
NVDA
+$269K

Sector Composition

1 Financials 23.53%
2 Technology 19.82%
3 Consumer Discretionary 11.53%
4 Communication Services 5.55%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.95%
3,984
+442
27
$1.08M 0.92%
18,923
+2,517
28
$1.06M 0.9%
9,714
-844
29
$1.01M 0.86%
14,333
-1,437
30
$978K 0.83%
1,741
-60
31
$893K 0.76%
20,638
-724
32
$803K 0.68%
811
-38
33
$790K 0.67%
2,155
-10
34
$789K 0.67%
12,896
-545
35
$765K 0.65%
15,360
+1,026
36
$750K 0.64%
1,463
-51
37
$717K 0.61%
5,169
-30
38
$702K 0.6%
2,176
+187
39
$687K 0.58%
+20,932
40
$675K 0.57%
21,227
+1,850
41
$615K 0.52%
1,929
+20
42
$573K 0.49%
13,477
+1,731
43
$548K 0.47%
3,862
-75
44
$538K 0.46%
4,991
+2,897
45
$534K 0.45%
15,127
+175
46
$525K 0.45%
7,063
+1,041
47
$515K 0.44%
3,490
-901
48
$500K 0.43%
51,459
+914
49
$488K 0.42%
1,258
+68
50
$470K 0.4%
1,015
+22
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2
3 4