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
$79.6M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$530K
2 +$329K
3 +$268K
4
CRM icon
Salesforce
CRM
+$268K
5
MMM icon
3M
MMM
+$257K

Top Sells

1 +$921K
2 +$518K
3 +$465K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$301K

Sector Composition

1 Financials 23.48%
2 Technology 17.95%
3 Consumer Discretionary 12.04%
4 Healthcare 10.69%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$311K 0.39%
5,882
-2,455
52
$296K 0.37%
10,377
-7,152
53
$290K 0.36%
770
54
$281K 0.35%
1,824
-1,175
55
$279K 0.35%
1,462
+350
56
$268K 0.34%
+1,694
57
$268K 0.34%
+1,340
58
$257K 0.32%
+2,924
59
$250K 0.31%
3,026
60
$248K 0.31%
+2,668
61
$236K 0.3%
353
62
$236K 0.3%
2,145
-35
63
$235K 0.3%
1,100
-30
64
$231K 0.29%
+2,708
65
$229K 0.29%
+6,005
66
$229K 0.29%
713
-77
67
$218K 0.27%
8,932
-2,182
68
$216K 0.27%
1,795
+10
69
$210K 0.26%
+4,380
70
$208K 0.26%
+2,737
71
$207K 0.26%
1,401
-1,180
72
$204K 0.26%
1,012
-3
73
$112K 0.14%
10,296
-6,284
74
$104K 0.13%
12,290
75
-1,359