WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
-1.9%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$75.7M
AUM Growth
+$75.7M
(-11%)
Cap. Flow
-$7.8M
Cap. Flow
% of AUM
-10.3%
Top 10 Holdings %
Top 10 Hldgs %
58.65%
Holding
74
New
4
Increased
11
Reduced
43
Closed
13
Top Buys
| 1 |
UnitedHealth
UNH
|
$378K |
| 2 |
Crown Castle
CCI
|
$278K |
| 3 |
Duke Energy
DUK
|
$213K |
| 4 |
Clorox
CLX
|
$209K |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$127K |
Top Sells
| 1 |
Amazon
AMZN
|
$724K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$720K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$575K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$469K |
| 5 |
NVIDIA
NVDA
|
$465K |
Sector Composition
| 1 | Financials | 26.89% |
| 2 | Technology | 16.81% |
| 3 | Consumer Discretionary | 12.96% |
| 4 | Healthcare | 10.77% |
| 5 | Communication Services | 5.79% |
