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
$96.2M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$1.55M
3 +$234K
4
META icon
Meta Platforms (Facebook)
META
+$209K
5
UNH icon
UnitedHealth
UNH
+$178K

Top Sells

1 +$1.17M
2 +$264K
3 +$242K
4
ADBE icon
Adobe
ADBE
+$223K
5
SHOP icon
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 Change
in Stake
Capital Flow
76
-2,655