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
$79.6M
AUM Growth
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$344K
3
+$276K
4
CLX icon
Clorox
CLX
+$254K
5
TSM icon
TSMC
TSM
+$239K

Top Sells

1
+$718K
2
+$465K
3
+$416K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$334K
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$301K

Sector Composition

1 Financials 23.48%
2 Technology 17.95%
3 Consumer Discretionary 12.04%
4 Healthcare 10.69%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,520
77
– –
-720
78
– –
-1,359
1 2 3
4