WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$384K
3
+$310K
4
LYB icon
LyondellBasell Industries
LYB
+$287K
5
ICLR icon
Icon
ICLR
+$255K

Top Sells

1
+$636K
2
+$612K
3
+$539K
4
V icon
Visa
V
+$280K
5
NVDA icon
NVIDIA
NVDA
+$269K

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
$216K 0.18%
+1,737
77
$215K 0.18%
+389
78
$213K 0.18%
+607
79
$208K 0.18%
+3,341
80
$206K 0.18%
6,800
-2,645
81
$201K 0.17%
+3,699
82
– –
-1,168
83
– –
-3,629
84
– –
-2,443
85
– –
-3,685
86
– –
-5,169
1 2 3
4