WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $127M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$414K
3
+$413K
4
IBM icon
IBM
IBM
+$288K
5
BMY icon
Bristol-Myers Squibb
BMY
+$288K

Top Sells

1
+$419K
2
+$272K
3
+$246K
4
ADSK icon
Autodesk
ADSK
+$217K
5
QCOM icon
Qualcomm
QCOM
+$208K

Sector Composition

1 Financials 23.26%
2 Technology 18.68%
3 Consumer Discretionary 10.75%
4 Healthcare 8.59%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.21%
+3,570
77
– –
-833
78
– –
-621
79
– –
-1,582
80
– –
-4,809
81
– –
-1,000
1 2 3
4