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
$92.5M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$659K
3
+$497K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$434K
5
PLTR icon
Palantir
PLTR
+$152K

Top Sells

1
+$484K
2
+$359K
3
+$222K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$211K
5
BA icon
Boeing
BA
+$205K

Sector Composition

1 Financials 22.03%
2 Technology 16.91%
3 Consumer Discretionary 13.37%
4 Healthcare 9.4%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$350K 0.38%
2,976
52
$350K 0.38%
2,799
-215
53
$347K 0.38%
2,268
-15
54
$338K 0.37%
13,632
-4,982
55
$319K 0.34%
2,520
+335
56
$314K 0.34%
2,871
+274
57
$311K 0.34%
748
58
$309K 0.33%
11,016
-1,966
59
$292K 0.32%
1,376
+276
60
$275K 0.3%
1,130
61
$272K 0.29%
20,266
-12,450
62
$272K 0.29%
356
+32
63
$260K 0.28%
3,850
+340
64
$259K 0.28%
715
+2
65
$240K 0.26%
710
+10
66
$222K 0.24%
1,918
+66
67
$208K 0.22%
1,181
-108
68
$205K 0.22%
1,052
-65
69
$202K 0.22%
1,476
-152
70
$152K 0.16%
+11,100
71
– –
-3,440
72
– –
-1,017
73
– –
-3,006
74
– –
-8,775
75
– –
-7,024
1 2
3