WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+7.31%
1 Year Return
+28.25%
3 Year Return
+111.52%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+117%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
52.53%
Top 10 Holdings %
Top 10 Hldgs %
52.64%
Holding
111
New
30
Increased
74
Reduced
5
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$20.2M |
| 2 |
NVIDIA
NVDA
|
$6.88M |
| 3 |
Tesla
TSLA
|
$5.75M |
| 4 |
Apple
AAPL
|
$5.44M |
| 5 |
Amazon
AMZN
|
$5.4M |
Top Sells
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$596K |
| 2 |
Kenvue
KVUE
|
$256K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$231K |
| 4 |
Bristol-Myers Squibb
BMY
|
$145K |
| 5 |
Global Payments
GPN
|
$50.7K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $491K | 0.21% | +6,294 | New | +$491K |
|
77
NiSource
NI
$19.9B
| $489K | 0.2% | 13,290 +6,545 | +97% | +$241K |
|
78
Synopsys
SNPS
$112B
| $485K | 0.2% | +1,000 | New | +$485K |
|
79
Qualcomm
QCOM
$173B
| $482K | 0.2% | 3,140 +1,515 | +93% | +$233K |
|
80
Clorox
CLX
$14.5B
| $413K | 0.17% | 2,544 -64 | -2% | -$10.4K |
|
81
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
| $413K | 0.17% | 3,052 +1,526 | +100% | +$207K |
|
82
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5B
| $412K | 0.17% | +10,190 | New | +$412K |
|
83
Duke Energy
DUK
$95.3B
| $399K | 0.17% | 3,700 +1,850 | +100% | +$199K |
|
|
BTC
84
Grayscale Bitcoin Mini Trust ETF
BTC
$4.73B
| $398K | 0.17% | 9,496 -14,244 | -60% | -$596K |
|
85
XPO
XPO
$15.3B
| $381K | 0.16% | +2,906 | New | +$381K |
|
86
Best Buy
BBY
$15.6B
| $368K | 0.15% | 4,286 +2,161 | +102% | +$185K |
|
87
Unilever
UL
$155B
| $363K | 0.15% | 6,410 +3,205 | +100% | +$182K |
|
88
Shopify
SHOP
$184B
| $351K | 0.15% | +3,300 | New | +$351K |
|
89
Icon
ICLR
$13.8B
| $340K | 0.14% | 1,620 +810 | +100% | +$170K |
|
|
90
Global Payments
GPN
$21.5B
| $327K | 0.14% | 2,916 -452 | -13% | -$50.7K |
|
91
Coinbase
COIN
$78.2B
| $326K | 0.14% | +1,314 | New | +$326K |
|
92
Alibaba
BABA
$322B
| $323K | 0.14% | +3,806 | New | +$323K |
|
93
iShares Select Dividend ETF
DVY
$20.8B
| $320K | 0.13% | +2,439 | New | +$320K |
|
94
TSMC
TSM
$1.2T
| $312K | 0.13% | +1,582 | New | +$312K |
|
95
Union Pacific
UNP
$133B
| $309K | 0.13% | +1,354 | New | +$309K |
|
96
Crocs
CROX
$4.76B
| $306K | 0.13% | +2,790 | New | +$306K |
|
97
Edwards Lifesciences
EW
$47.8B
| $303K | 0.13% | +4,098 | New | +$303K |
|
98
Occidental Petroleum
OXY
$46.9B
| $303K | 0.13% | +6,136 | New | +$303K |
|
99
IBM
IBM
$227B
| $290K | 0.12% | +1,320 | New | +$290K |
|
100
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $290K | 0.12% | +2,240 | New | +$290K |
|