WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+12.87%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$96.2M
AUM Growth
+$96.2M
(+11%)
Cap. Flow
+$1.7M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
53.38%
Holding
76
New
3
Increased
21
Reduced
38
Closed
3
Top Buys
| 1 |
Bitwise Bitcoin ETF
BITB
|
$3.12M |
| 2 |
Grayscale Bitcoin Trust
GBTC
|
$1.55M |
| 3 |
Tesla
TSLA
|
$234K |
| 4 |
Meta Platforms (Facebook)
META
|
$209K |
| 5 |
UnitedHealth
UNH
|
$178K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.17M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$264K |
| 3 |
Amazon
AMZN
|
$242K |
| 4 |
Adobe
ADBE
|
$223K |
| 5 |
Shopify
SHOP
|
$207K |
Sector Composition
| 1 | Financials | 25.39% |
| 2 | Technology | 16.55% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 9.24% |
| 5 | Communication Services | 5.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Shopify
SHOP
$184B
| – | – |
-2,655
| Closed | -$207K |
|