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
$86.9M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$615K
3
+$518K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$465K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$410K

Top Sells

1
+$520K
2
+$278K
3
+$255K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$249K
5
PFE icon
Pfizer
PFE
+$203K

Sector Composition

1 Financials 24.75%
2 Technology 16.93%
3 Consumer Discretionary 12.02%
4 Healthcare 10.01%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.39%
+9,170
52
$327K 0.38%
2,836
-180
53
$321K 0.37%
1,220
-85
54
$296K 0.34%
+6,105
55
$292K 0.34%
713
56
$278K 0.32%
+4,440
57
$276K 0.32%
1,621
-134
58
$269K 0.31%
4,380
-280
59
$264K 0.3%
2,267
-137
60
$260K 0.3%
+6,896
61
$260K 0.3%
1,822
+230
62
$246K 0.28%
1,000
63
$244K 0.28%
4,638
64
$244K 0.28%
+9,180
65
$240K 0.28%
632
-100
66
$234K 0.27%
+288
67
$229K 0.26%
+810
68
$225K 0.26%
2,946
-20
69
$223K 0.26%
374
-80
70
$214K 0.25%
+1,714
71
$207K 0.24%
+2,655
72
$205K 0.24%
+3,555
73
$203K 0.23%
+833
74
– –
-5,060
1 2
3