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
$96.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.55M
3
+$234K
4
META icon
Meta Platforms (Facebook)
META
+$209K
5
UNH icon
UnitedHealth
UNH
+$178K

Top Sells

1
+$1.17M
2
+$264K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$223K
5
SHOP icon
Shopify
SHOP
+$207K

Sector Composition

1 Financials 25.39%
2 Technology 16.55%
3 Consumer Discretionary 10.45%
4 Healthcare 9.24%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.38%
1,220
52
$359K 0.37%
3,715
+120
53
$344K 0.36%
9,324
+154
54
$317K 0.33%
713
55
$310K 0.32%
4,555
+115
56
$308K 0.32%
6,130
+25
57
$301K 0.31%
2,841
+5
58
$289K 0.3%
6,896
59
$282K 0.29%
4,386
-1,487
60
$275K 0.29%
9,950
+770
61
$272K 0.28%
621
-11
62
$272K 0.28%
810
63
$262K 0.27%
3,905
-475
64
$261K 0.27%
2,727
-219
65
$247K 0.26%
3,775
+220
66
$246K 0.26%
1,000
67
$240K 0.25%
288
68
$229K 0.24%
1,497
-325
69
$217K 0.23%
833
70
$213K 0.22%
1,167
-454
71
$209K 0.22%
+430
72
$207K 0.22%
3,438
-1,200
73
$207K 0.21%
1,582
-132
74
– –
-374
75
– –
-2,267
1 2
3
4