WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$384K
3
+$310K
4
LYB icon
LyondellBasell Industries
LYB
+$287K
5
ICLR icon
Icon
ICLR
+$255K

Top Sells

1
+$636K
2
+$612K
3
+$539K
4
V icon
Visa
V
+$280K
5
NVDA icon
NVIDIA
NVDA
+$269K

Sector Composition

1 Financials 23.53%
2 Technology 19.82%
3 Consumer Discretionary 11.53%
4 Communication Services 5.55%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.4%
4,647
+705
52
$469K 0.4%
5,897
-168
53
$447K 0.38%
17,160
-2,070
54
$425K 0.36%
9,375
-14,025
55
$402K 0.34%
5,786
-700
56
$381K 0.32%
613
-7
57
$374K 0.32%
+11,075
58
$368K 0.31%
498
+78
59
$356K 0.3%
3,607
+860
60
$354K 0.3%
13,694
-361
61
$348K 0.3%
14,377
+4,980
62
$347K 0.3%
1,274
+8
63
$332K 0.28%
3,393
-45
64
$322K 0.27%
4,351
65
$319K 0.27%
2,230
+65
66
$289K 0.25%
509
-1
67
$285K 0.24%
+4,926
68
$271K 0.23%
+7,710
69
$262K 0.22%
+1,798
70
$261K 0.22%
3,849
-1,405
71
$260K 0.22%
5,827
-650
72
$248K 0.21%
1,555
73
$242K 0.21%
+3,059
74
$228K 0.19%
11,015
-610
75
$224K 0.19%
+4,689
1 2
3
4