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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.92M
3
+$5.22M
4
AAPL icon
Apple
AAPL
+$4.78M
5
TSLA icon
Tesla
TSLA
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.17%
2 Technology 18.06%
3 Consumer Discretionary 13.58%
4 Healthcare 9.15%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.44%
+2,283
52
$401K 0.42%
+6,020
53
$386K 0.4%
+2,976
54
$374K 0.39%
+2,597
55
$363K 0.38%
+12,982
56
$359K 0.38%
+3,006
57
$350K 0.37%
+1,130
58
$349K 0.37%
+1,852
59
$327K 0.34%
+748
60
$326K 0.34%
+517
61
$297K 0.31%
+324
62
$288K 0.3%
+2,185
63
$284K 0.3%
+713
64
$280K 0.29%
+1,100
65
$273K 0.29%
+700
66
$252K 0.26%
+1,628
67
$233K 0.24%
+1,117
68
$231K 0.24%
+1,289
69
$222K 0.23%
+8,775
70
$211K 0.22%
+3,440
71
$205K 0.21%
+1,017
72
$200K 0.21%
+7,024
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