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
$110M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$376K
3
+$367K
4
TGT icon
Target
TGT
+$354K
5
GPN icon
Global Payments
GPN
+$345K

Top Sells

1
+$465K
2
+$304K
3
+$288K
4
JNJ icon
Johnson & Johnson
JNJ
+$271K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$250K

Sector Composition

1 Financials 24.14%
2 Technology 17.67%
3 Consumer Discretionary 11.16%
4 Healthcare 7.86%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.39%
2,608
+427
52
$421K 0.38%
798
-1
53
$409K 0.37%
6,089
-85
54
$378K 0.34%
1,382
+40
55
$359K 0.33%
6,948
+20
56
$359K 0.33%
5,702
+2,132
57
$354K 0.32%
+2,272
58
$349K 0.32%
716
+4
59
$345K 0.31%
+3,368
60
$344K 0.31%
6,441
+465
61
$313K 0.28%
6,873
-1,533
62
$311K 0.28%
4,351
63
$310K 0.28%
+13,215
64
$310K 0.28%
3,990
65
$305K 0.28%
11,016
-1,086
66
$292K 0.26%
+7,855
67
$278K 0.25%
+2,376
68
$278K 0.25%
3,438
69
$276K 0.25%
1,625
-120
70
$261K 0.24%
1,910
-2,227
71
$261K 0.24%
456
+6
72
$256K 0.23%
+11,083
73
$252K 0.23%
+968
74
$234K 0.21%
6,745
-3,125
75
$233K 0.21%
810
1 2
3
4