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
$110M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$376K
3
+$367K
4
TGT icon
Target
TGT
+$354K
5
GPN icon
Global Payments
GPN
+$345K

Top Sells

1
+$465K
2
+$304K
3
+$288K
4
JNJ icon
Johnson & Johnson
JNJ
+$271K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$250K

Sector Composition

1 Financials 24.14%
2 Technology 17.67%
3 Consumer Discretionary 11.16%
4 Healthcare 7.86%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.21%
1,164
+4
77
$220K 0.2%
+2,125
78
$213K 0.19%
1,850
-1,865
79
$213K 0.19%
+1,526
80
$208K 0.19%
3,205
-2,875
81
$134K 0.12%
+4,748
82
– –
-7,190
83
– –
-278
84
– –
-4,630
85
– –
-2,679
86
– –
-1,665
1 2 3
4