WKSWA
White Knight Strategic Wealth Advisors Portfolio holdings
AUM
$127M
1-Year Est. Return
33.47%
1 Year Est. Return
+33.47%
AUM
$118M
AUM Growth
+$8.91M
(+8.2%)
Holding
86
Top Buys
| 1 | +$687K | |
| 2 | +$374K | |
| 3 | +$312K | |
| 4 |
LyondellBasell Industries
LYB
|
+$285K |
| 5 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
+$271K |
Top Sells
| 1 | +$636K | |
| 2 | +$612K | |
| 3 | +$539K | |
| 4 |
NVIDIA
NVDA
|
+$337K |
| 5 |
Visa
V
|
+$285K |
Sector Composition
| 1 | Financials | 23.53% |
| 2 | Technology | 19.82% |
| 3 | Consumer Discretionary | 11.53% |
| 4 | Communication Services | 5.55% |
| 5 | Healthcare | 5.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
e.l.f. Beauty
ELF
$4.38B
| $216K | 0.18% |
+1,737
|
|
||
77
Invesco QQQ Trust
QQQ
$387B
| $215K | 0.18% |
+389
|
|
||
78
Coinbase
COIN
$76.6B
| $213K | 0.18% |
+607
|
|
||
79
iShares Gold Trust
IAU
$62.2B
| $208K | 0.18% |
+3,341
|
|
||
80
Baxter International
BAX
$9.49B
| $206K | 0.18% |
6,800
-2,645
|
|
||
81
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.8B
| $201K | 0.17% |
+3,699
|
|
||
82
UnitedHealth
UNH
$292B
| – | – |
-1,168
|
|
||
83
Coca-Cola
KO
$306B
| – | – |
-3,629
|
|
||
84
Global Payments
GPN
$17.5B
| – | – |
-2,443
|
|
||
85
CVS Health
CVS
$98.8B
| – | – |
-3,685
|
|
||
86
Crown Castle
CCI
$39.9B
| – | – |
-5,169
|
|