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
$239M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$6.88M
3
+$5.75M
4
AAPL icon
Apple
AAPL
+$5.44M
5
AMZN icon
Amazon
AMZN
+$5.4M

Top Sells

1
+$256K
2
+$231K
3
+$145K
4
GPN icon
Global Payments
GPN
+$50.7K
5
MMM icon
3M
MMM
+$11.6K

Sector Composition

1 Financials 22.67%
2 Technology 18.27%
3 Consumer Discretionary 12.44%
4 Healthcare 6%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.21%
+6,294
77
$489K 0.2%
13,290
+6,545
78
$485K 0.2%
+1,000
79
$482K 0.2%
3,140
+1,515
80
$413K 0.17%
2,544
-64
81
$413K 0.17%
3,052
+1,526
82
$412K 0.17%
+10,190
83
$399K 0.17%
3,700
+1,850
84
$398K 0.17%
9,496
+4,748
85
$381K 0.16%
+2,906
86
$368K 0.15%
4,286
+2,161
87
$363K 0.15%
6,410
+3,205
88
$351K 0.15%
+3,300
89
$340K 0.14%
1,620
+810
90
$327K 0.14%
2,916
-452
91
$326K 0.14%
+1,314
92
$323K 0.14%
+3,806
93
$320K 0.13%
+2,439
94
$312K 0.13%
+1,582
95
$309K 0.13%
+1,354
96
$306K 0.13%
+2,790
97
$303K 0.13%
+4,098
98
$303K 0.13%
+6,136
99
$290K 0.12%
+1,320
100
$290K 0.12%
+2,240
1 2 3
4
5