WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 28.25%
This Quarter Est. Return
1 Year Est. Return
+28.25%
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 +$530K
2 +$329K
3 +$268K
4
CRM icon
Salesforce
CRM
+$268K
5
MMM icon
3M
MMM
+$257K

Top Sells

1 +$921K
2 +$518K
3 +$465K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K
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
-720
77
-16,520
78
-10,513