WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 28.25%
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
in Stake 		Capital Flow
ALTL icon
76
Pacer Lunt Large Cap Alternator ETF
ALTL
$109M
– –
-6,300
BABA icon
77
Alibaba
BABA
$387B
– –
-3,806
BBY icon
78
Best Buy
BBY
$16.7B
– –
-4,286
BMY icon
79
Bristol-Myers Squibb
BMY
$88.4B
– –
-4,376
CE icon
80
Celanese
CE
$4.36B
– –
-7,740
COIN icon
81
Coinbase
COIN
$84.8B
– –
-1,314
CROX icon
82
Crocs
CROX
$4.52B
– –
-2,790
DUK icon
83
Duke Energy
DUK
$99.5B
– –
-3,700
DVY icon
84
iShares Select Dividend ETF
DVY
$20.5B
– –
-2,439
EA icon
85
Electronic Arts
EA
$50B
– –
-1,490
EW icon
86
Edwards Lifesciences
EW
$43.5B
– –
-4,098
IBM icon
87
IBM
IBM
$260B
– –
-1,320
ICLR icon
88
Icon
ICLR
$14.2B
– –
-1,620
IJT icon
89
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.19B
– –
-3,052
INTC icon
90
Intel
INTC
$176B
– –
-26,880
IWS icon
91
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
– –
-2,240
JCI icon
92
Johnson Controls International
JCI
$70.8B
– –
-7,980
MAR icon
93
Marriott International
MAR
$70.9B
– –
-904
MCO icon
94
Moody's
MCO
$84.3B
– –
-600
MMM icon
95
3M
MMM
$81.1B
– –
-1,820
NEM icon
96
Newmont
NEM
$99.6B
– –
-31,542
NI icon
97
NiSource
NI
$20.3B
– –
-13,290
OXY icon
98
Occidental Petroleum
OXY
$40.1B
– –
-6,136
PEP icon
99
PepsiCo
PEP
$210B
– –
-1,662
PLD icon
100
Prologis
PLD
$115B
– –
-4,770
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4
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