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
$127M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$636K
3
+$351K
4
HUBS icon
HubSpot
HUBS
+$327K
5
SLV icon
iShares Silver Trust
SLV
+$287K

Top Sells

1
+$476K
2
+$428K
3
+$410K
4
ARKK icon
ARK Innovation ETF
ARKK
+$397K
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$327K

Sector Composition

1 Financials 22.39%
2 Technology 20.98%
3 Consumer Discretionary 12.19%
4 Communication Services 6.63%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
76
Synopsys
SNPS
$81.4B
$246K 0.19%
499
-964
HIMS icon
77
Hims & Hers Health
HIMS
$8.84B
$238K 0.19%
+4,191
BTC
78
Grayscale Bitcoin Mini Trust ETF
BTC
$3.71B
$237K 0.19%
4,689
LYB icon
79
LyondellBasell Industries
LYB
$15.7B
$237K 0.19%
4,841
-85
BABA icon
80
Alibaba
BABA
$392B
$235K 0.18%
+1,313
QCOM icon
81
Qualcomm
QCOM
$181B
$234K 0.18%
1,405
-150
CHWY icon
82
Chewy
CHWY
$14.5B
$233K 0.18%
+5,755
ACHR icon
83
Archer Aviation
ACHR
$5.59B
$228K 0.18%
+23,848
JEPQ icon
84
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.6B
$227K 0.18%
3,950
+251
QQQ icon
85
Invesco QQQ Trust
QQQ
$405B
$213K 0.17%
355
-34
VOT icon
86
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$209K 0.16%
+710
IJT icon
87
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
$209K 0.16%
+1,474
IBKR icon
88
Interactive Brokers
IBKR
$28.4B
$206K 0.16%
+2,996
DUK icon
89
Duke Energy
DUK
$94.7B
$204K 0.16%
+1,650
FVD icon
90
First Trust Value Line Dividend Fund
FVD
$8.56B
$202K 0.16%
4,378
-1,449
AMN icon
91
AMN Healthcare
AMN
$649M
– –
-11,015
BAX icon
92
Baxter International
BAX
$9.84B
– –
-6,800
COIN icon
93
Coinbase
COIN
$69.6B
– –
-607
ELF icon
94
e.l.f. Beauty
ELF
$4.69B
– –
-1,737
MRK icon
95
Merck
MRK
$255B
– –
-3,059
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4