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
$72.4M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$358K
3
+$338K
4
AMP icon
Ameriprise Financial
AMP
+$274K
5
QTJA icon
Innovator Growth Accelerated Plus ETF January
QTJA
+$234K

Top Sells

1
+$1.02M
2
+$379K
3
+$309K
4
SHOP icon
Shopify
SHOP
+$260K
5
MCO icon
Moody's
MCO
+$240K

Sector Composition

1 Financials 22.5%
2 Technology 15.43%
3 Healthcare 11.64%
4 Consumer Discretionary 11.27%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.39%
2,976
52
$274K 0.38%
+1,153
53
$272K 0.38%
2,581
-218
54
$259K 0.36%
748
55
$255K 0.35%
2,095
-425
56
$245K 0.34%
1,130
57
$244K 0.34%
3,196
+325
58
$234K 0.32%
+13,225
59
$229K 0.32%
1,386
+10
60
$220K 0.3%
361
+5
61
$219K 0.3%
19,062
-1,204
62
$200K 0.28%
715
63
$102K 0.14%
11,300
+200
64
– –
-3,850
65
– –
-11,016
66
– –
-1,181
67
– –
-27,137
68
– –
-1,476
69
– –
-1,052
70
– –
-710
71
– –
-10,120
72
– –
-1,918
1 2
3