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

Top Buys

1 +$2.4M
2 +$1.19M
3 +$260K
4
META icon
Meta Platforms (Facebook)
META
+$192K
5
UNH icon
UnitedHealth
UNH
+$183K

Top Sells

1 +$938K
2 +$264K
3 +$224K
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
-374