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
$239M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.88M
3
+$5.75M
4
AAPL icon
Apple
AAPL
+$5.44M
5
AMZN icon
Amazon
AMZN
+$5.4M

Top Sells

1
+$256K
2
+$231K
3
+$145K
4
GPN icon
Global Payments
GPN
+$50.7K
5
MMM icon
3M
MMM
+$11.6K

Sector Composition

1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.38%
+18,446
52
$903K 0.38%
2,702
+1,320
53
$872K 0.36%
3,898
+2,930
54
$861K 0.36%
1,598
+800
55
$829K 0.35%
1,706
+853
56
$754K 0.32%
+1,280
57
$730K 0.31%
1,428
+712
58
$707K 0.3%
15,740
+10,038
59
$664K 0.28%
4,914
+2,642
60
$653K 0.27%
22,406
+8,968
61
$630K 0.26%
7,980
+3,990
62
$621K 0.26%
6,877
+3,439
63
$614K 0.26%
23,154
+7,772
64
$614K 0.26%
25,650
+9,710
65
$611K 0.26%
8,702
+4,351
66
$608K 0.25%
+4,200
67
$598K 0.25%
13,712
+6,839
68
$546K 0.23%
19,708
+8,692
69
$545K 0.23%
+8,758
70
$544K 0.23%
5,053
+2,677
71
$541K 0.23%
+7,552
72
$539K 0.23%
26,880
+13,665
73
$536K 0.22%
+7,740
74
$506K 0.21%
864
+408
75
$504K 0.21%
4,770
+1,233
1 2
3
4 5