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
$100M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$414K
3
+$413K
4
IBM icon
IBM
IBM
+$288K
5
BMY icon
Bristol-Myers Squibb
BMY
+$288K

Top Sells

1
+$419K
2
+$272K
3
+$246K
4
ADSK icon
Autodesk
ADSK
+$217K
5
QCOM icon
Qualcomm
QCOM
+$208K

Sector Composition

1 Financials 23.26%
2 Technology 18.68%
3 Consumer Discretionary 10.75%
4 Healthcare 8.59%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.35%
1,745
-1,046
52
$345K 0.34%
1,342
+122
53
$343K 0.34%
8,406
-543
54
$341K 0.34%
712
-1
55
$334K 0.33%
6,080
-50
56
$319K 0.32%
5,505
+1,600
57
$314K 0.31%
12,102
-1,749
58
$298K 0.3%
2,181
+684
59
$288K 0.29%
+1,665
60
$288K 0.29%
+6,928
61
$285K 0.28%
4,351
-35
62
$284K 0.28%
9,870
-80
63
$279K 0.28%
+2,040
64
$272K 0.27%
6,606
-290
65
$265K 0.26%
3,990
+215
66
$254K 0.25%
810
67
$250K 0.25%
+5,976
68
$250K 0.25%
4,630
+75
69
$248K 0.25%
7,190
-4,546
70
$247K 0.25%
2,679
-48
71
$247K 0.25%
+22,140
72
$233K 0.23%
3,438
73
$227K 0.23%
450
+20
74
$219K 0.22%
278
-10
75
$212K 0.21%
1,160
-7
1 2
3
4