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
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$220K
3
+$63.4K

Top Sells

1
+$23.8M
2
+$5.27M
3
+$4.95M
4
AAPL icon
Apple
AAPL
+$4.9M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.77M

Sector Composition

1 Financials 26.97%
2 Technology 17.5%
3 Consumer Discretionary 10.62%
4 Healthcare 6.63%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
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